Client Services/Resources

Client Services

Investment planning

Specialized services are provided for:

  • Rollovers
  • Tax-sensitive investing for high net-worth clients
  • Donor Advised Funds

Income tax preparation:

 Income taxes are prepared through 11th St. Tax Prep, LLC.

Tax planning:

Tax planning is an integral part of the financial and investment planning process and tax planning meetings can be scheduled with Randy.

 

Client Resources

Verlin Financial collaborates with other service professionals for your convenience.  These individuals are available to you when you need them. Their fees are separate from Verlin Financial. Just give us a call for contact information. *

Estate planning:

 Verlin Financial will refer you to a trusted attorney for your estate planning.

Insurance planning:

Insurance professionals are conveniently located at 11th St. Commons.

Medicare consulting:

Jolynn Truitt of Ayres Insurance will meet with you at 11th St. Commons. She is extremely knowledgeable about Medicare Advantage programs, Medicare Supplement programs and Medicare Part D prescription programs. She is licensed with multiple companies and can help you choose the one that is right for you. Jolynn’ s services are free of charge to you.

 

Links

Social Security
CIRStatements
Independent Client Brochure
Initial Survey

*These Individuals are not affiliated with Cambridge.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.