• Reviewing your investments and designing a personalized portfolio appropriate to your needs

  • Year-long, continual monitoring of your investments

  • Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you

  • Quarterly Statements

  • Independent Advice

  • Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k), 403(b)

  • Quarterly newsletter detailing our firm’s research analysis and view of the current state of the investment markets


  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies

  • Quarterly review of your tax situation and planning to incorporate any new tax law changes

  • Complimentary consultation with your tax preparer

  • Staying up-to-date on and presenting new tax laws that can affect your situation


  • Analysis of your income needs now and in the future

  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living

  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs

  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA


  • Analysis of your current Estate plan and  Insurance needs

  • Complimentary consultation with your attorney

  • Assistance in transferring assets to your Living Trust or other trusts

  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one


  • Quarterly Newsletter to keep you apprised of the most current planning options

  • Quarterly, semi-annual or annual reviews

  • Special reports on how to help reduce your taxes and other important topics

  • Special Gold Medal Service Events, including client appreciation events 

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.


Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Financial advisors offer advisory services through Arbor Point Advisors. Capital Income Advisors, Arbor Point Advisors and Securities America companies are unaffiliated. CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele NY#1223779

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation

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