Comparison

Corporate Alliance Comparison

Compare the list of services we provide to the services you receive today

Your Current Firm

Corporate Alliance

Financial Planning & Investment Management

Independent Advice

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

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Access to institutional money managers

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Year-long, continual monitoring of your investments

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Allocations for 401(k)s and various other retirement accounts

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Tax Reduction Planning

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

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

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Recommendations of tax solutions including tax advantaged investments

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Retirement Income & Distribution Planning

Analysis and determination of your retirement income needs

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Retirement plan review and analysis

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Recommendations regarding themost appropriatedistribution strategy for your employer retirement plans and IRAs

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Recommendations concerning your pension-plan elections and distribution elections for deferred compensation

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Establishing the probability of success for your retirement cash flow

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Risk Management & Insurance Planning

Analysis of your insurance needs and concerns

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Planning for long-term care needs

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Asset protection planning

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Family Wealth Planning

Analysis of your current estate plan and concerns

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Assistance in transferring assets to your Living Trust or other Trusts

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

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Review beneficiary designations and asset titling

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Establishing an Inherited IRA with your beneficiaries

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Client Services & Communications

Quarterly account reviews

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Quarterly newsletter providing economic and financial updates

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

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User-friendly website providing account access, market highlights, research tools and financial calculators www.chattertoninc.com

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Tax and Business Services

Preparing individual, business, estate and trust tax returns

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Out of state and multi-state returns

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Business management (invoicing, accounts receivable, accounts payable, financial statements, etc.)

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Bookkeeping

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Audit representation

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Legal Services

Evaluation of current estate plan

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Specialized trust to meet specific needs

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Revocable Living Trusts

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Asset titling

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Gifting strategies

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Trust administration

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Call 714-572-2050 or contact us if we can provide more services you need today and in future.

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