Our Services
Integrated financial, tax and legal planning for retirement.
The "One Call" Team
We have financial, tax and legal professionals ready to work for you. Our services can help you address EVERY key area of your finances, including:
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Tax Planning
Medicare
IRA Legacy Planning
Trusts
Charitable Giving
Estate Planning
Annual Tax Returns
The Teamwork Financial Heirarchy
From the foundations of your assets to your highest goals, this is how we put it all together.
The Top Area
DREAMS
At the top is the mission that drives us: To help each of our clients feel confident about their futures for as long as they live — ongoing guidance for life events, new goals and unexpected moments.
The Middle Area
FAMILY
We make sure the Financial Game Plan we create for you works not only for you, but also for your kids and grandkids.
We coordinate your family’s planning efforts to make sure everyone is on the same page.
We can help you start planning for your kids’ and grandkids’ education through tools like college trusts, 529 plans, FAFSA advice and analysis and student positioning.
We can help you prepare for health care expenses and elder-care planning via Medicaid trusts, irrevocable trusts and other tools.
We help you choose the right strategies for Medicare Insurance and Social Security based on your unique situation.
FUN & SUPPORT
You’ll be invited to future Teamwork seminars.
We invite you to get involved with the charitable causes and events we support in the community.
Teamwork will host periodic lunch and learns that discuss topics relevant to your life.
Exclusive monthly events for women to connect through supportive topics.
The Foundation Area
LEGAL
Reviewing current legal documents, such as wills, trusts and medical powers of attorney (POAs).
Updating legal documents to comply with your wishes.
Aiding you in the LLC-formation process for your small business and real estate needs.
Supporting you with your Designation of Guardian and Statutory POA decisions.
Ensuring your legacy filters to your kids and grandkids (or wherever you want it to go).
Helping protect your assets from creditors and unnecessary taxation.
Putting a plan in place to help your family avoid probate.
FINANCIAL PLANNING
A financial analysis, developing a lifetime Financial Game Plan incorporating taxes, inflation, Social Security, budgeting, etc.
Social Security maximization strategies
IRA strategies, including Roth, Simple, SEP, Traditional and 401(k)s
Indexed Universal Life and Roth alternatives
Risk assessments to help determine the best way to allocate your wealth based on how much risk you are comfortable taking
Account beneficiary analysis and implementation
Zero-cost trading (when Charles Schwab acts as the custodian of your assets)
Individual stocks, ETFs and models tailored to each account
A periodic review of your Financial Game Plan and other accounts
TAX
Annual tax return review
Tax preparation
End-of-year tax harvesting to help lower taxes
Roth conversion planning and execution while taxes are on sale
IRA strategies to help lower taxes and stretch benefits to beneficiaries
Estate-tax planning
Charitable-giving planning strategies
Frequently Asked Questions
Our advisory fees are based on a tiered schedule, starting at 1.2% annually and decreasing as assets under management increase. Fees are calculated based on managed account balances and are typically billed monthly. Additional details regarding our fees and services are available in our Form ADV.
We utilize a combination of in-house professionals and select third-party service providers to support certain operational and administrative functions. Legal and tax services are provided by professionals affiliated with our firm.
We offer access to legal services as part of our broader financial planning relationship. These services are available exclusively to existing investment advisory clients and are provided by professionals affiliated with our firm.
Tax preparation services typically begin at $500; however, fees may vary depending on the complexity of the return. These services are generally available only to existing investment advisory clients and are subject to our team’s review and acceptance before engagement.
Yes. As a registered investment adviser, we are held to a fiduciary standard that requires us to act in our clients’ best interests in accordance with applicable laws and regulations.
Some of our advisors hold the CFP® certification, while others hold different professional licenses and credentials. All of our advisors are licensed Investment Adviser Representatives and operate under a fiduciary standard.
Take the Next Step Toward Your Retirement
Trusted support is always within reach. Contact Teamwork Financial Group to stop by for a visit as you start thinking about retirement.