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Gotham Financial Services

  • Customized Financial “Road Map” produced to help establish and guide you to your retirement goals. 

  • Face-to-face meeting each year 

    • Access to our retirement specialists throughout the year. 

  • Construction of your Personal Retirement Advisor Site 

    • Consolidation of all your assets on one screen. 

    • All securities updated daily. 

  • Retirement Income and Cash Flow projections 

    • “What if” scenarios (e.g. effects of earlier retirement, a major purchase, downsizing of home, etc.). 

    • Spend down strategies to identify efficient deployment of assets. 

    • Pension income and how to maximize this distribution. 

    • Social Security and understanding when to start receiving distribution. 

  • Portfolio Strategies 

    • Retirement Accounts: review of traditional IRA’s, 401(k)’s, SEP’s, 403(b)’s, annuities, deferred compensation and other retirement plan vehicles. 

    • Asset Allocation recommendations across your entire investment portfolio. 

    • Asset Allocation alerts triggered if market values push your allocation outside agreed upon range. 

    • Specific 401(k) recommendations and a review across all taxable vs. qualified accounts for tax-efficient strategies. 

    • Alerts on required minimum distributions on retirement assets. 

  • Insurance 

    • Review existing life insurance coverage and analyze need. 

    • ‘In-Force’ analysis on existing policies to determine their ongoing performance. 

    • Long Term Care Insurance analysis for the client and/or parents. 

    • Due diligence/monitoring of insurance companies’ financial strength. 

    • Medical Insurance Coverage and navigating all of the options that are available. 

    • Medicare, Medicaid, Prescription Plan D – An understanding of the rules and strategies. 

  • Other 

    • Beneficiary Designations for your retirement plans to provide heirs tax deferral options. 

    • Credit Monitoring Services – Review your credit report for any surprises and a comparison of the various monitoring/protection services available. 

    • Maximizing your annual gift exclusion.