Working with the right advisor can plan an extremely important role in you and your family’s financial journey. That’s why we have worked tirelessly to develop a business model than optimizes our independence as an RIA, to objectively and effectively service our client’s wealth management needs. Independence, although imperative to our model, is not everything. We knew the icing on the cake for our client experience was going to be our philosophy – that’s when we created the Loop
What is the Loop?
It’s no secret that in every person/family’s life cycle, there are typically a handful of professionals, each responsible for their own piece of a comprehensive planning puzzle. It’s our belief that all avenues of everyone’s financial life are intermingled and in most cases, reliant on one another. Conversely, we’ve found that the professionals who perform these services for the public seldom have any affiliation, communication or close contact with one another! Crazy isn’t it? After years of witnessing the fallout from this industry disconnect, our solution was to expand our in-house services to encompass all quadrants of our client’s financial lives. By keeping all, or most of your financial lives under one roof, it unleashes us as advisors to stay in “the loop” and do what we do best: optimize your client experience.
Toomey Investment Services:
Advisor on Retainer – Meet or Call Anytime
Quarterly Market Analysis Newsletter
Advisor Collaboration Services
- Attend/Collaborate Attorneys and Accountants
eMoney Client Portal
- Full Report Generation
- Live Account Connection Capabilities
- User Vault for Unlimited Cloud Document Storage
Comprehensive Planning and Intra Year Adjustments
Goal Setting and Assessment
Household Debt Analysis
Household Cash Flow Assessment
Household Balance Sheet Assessment
Portfolio Construction + Management
- Commission Free Stock Trading
- No-Transaction Fee Mutual Fund Trading
- Low to No Expense Ratio Allocations
Business Planning + Entity Taxation
Re-Location Tax Planning
In-House Tax Preparation Services
ROTH Conversions/IRA Recapture
Alternative Investment Analysis
Inherited IRA/ROTH Accounts
Taxable Investment Accounts
ROTH IRA/Traditional IRA
Business Retirement Planning
- SEP IRA
- SIMPLE IRA
- Solo 401(k)
Intrafamily Transfers of Businesses
Employer Sponsored Retirement Plan Rollovers
Lump-Sum Pension Benefit Analysis
- Concentrated Stock Strategies
- Stock Option Review/Strategies
- Net Unrealized Appreciation Strategies
Assessment of Family Dynamics + Meetings with Family Members
Medicare Advantage Plans
Medicare Supplement Plans
Asset Protection Planning
Long Term Care Planning
Life Insurance Analysis + Planning
Risk Management Strategies
- Power of Attorney
- Power of Appointment
- Inter-Vivos Trust Formation
- Irrevocable Trust Formation
- Special Needs Trusts
Asset Leveraging Strategies
Generational Wealth Transfer
Required Minimum Distribution Strategies
Required Minimum Distribution Concierge
Inherited IRA/Inherited ROTH IRA Distributions
Mortgage Analysis + Support
“Loose Change” Publication
1. We Connect
Toomey Investment Management Inc. is a 6 time recipient of Connecticut Magazine’s Five Star Wealth Manager award* and has also appeared in Forbes Magazine.
2. Getting to Know Each Other
This isn’t about cutting to the chase. The first step to building long standing relationships starts with trust. Our process depends on getting to know you, your family, and what you’re looking to achieve.
3. We Analyze
After taking a look at your current financial/insurance, statements, legal documents, tax filings, etc. we apply all available resources and cash flows to your long term goals. The scope of this analyzation will vary greatly case by case.
4. Follow Up Presentation
We translate an often complicated plan in terms that make sense to you. When clients partner with us, the primary focus is to make your life easier and grant you peace of mind.
Once you decide to move forward, we begin implementing the plan and initiating the onboarding process. It is imperative that clients take full advantage of the technology solutions offered to ensure constant transparency.
6. Constant Contact
Traditional firms have annual assessments – we don’t think that’s good enough. Our model is fee based, and that means we are always on retainer. If you want to book an appointment, a call/zoom meeting, we are always here.
7. Business of Variables
We are a multi-generational family business and we’re not going anywhere. We aren’t one of a few hundred “advisors” at a multinational corporation that know you as a file number. When a life event occurs (and it usually does) the same advisor you partnered with will be there to talk. We are your personal financial manager that insists on knowing you personally.