Services & Products

Services

To help you achieve your financial goals, Langdon Shaw’s advisors offer a full spectrum of wealth management services, including:

  • Identify goals and risk tolerance.
  • Develop an investment strategy.
  • Consider insurance needs.
  • Implement the plan.
  • Monitor and report results.
  • Help identify and set realistic retirement goals.
  • Develop an investment strategy.
  • Plan for income throughout retirement (considering social security, pensions, etc.)
  • Identify potential gaps through software analysis.
  • Help set up and communicate plans.
  • Monitor platform features, fees, etc.
  • Select diversified investment choices.
  • Educate plan participants.
  • Monitor and report performance.
  • Coordinate with client’s attorney, accountant and other advisers.
  • Make every effort to ensure lifetime needs are met.
  • Ensure account registrations coordinate with estate planning documents.
  • Transfer wealth to who you want, when you want, and how you want.
  • Help minimize estate transfer shrinkage.
  • Charitable gift planning.

Products

We can draw upon a variety of investment products to help meet your needs:

  • Mutual Funds
  • Separately Managed Accounts
  • Managed Asset Allocation Portfolios
  • Corporate Stock
  • Bonds, CD’s and Cash Equivalents
  • Fixed and Variable Annuities
  • Life, Long Term Care, and Disability Insurance