Broker Check

Products & Services

At Tompkins Wealth Management, we provide assistance in the following areas:

Investments

  • Corporate Bonds
  • Municipal Bonds
  • Government Securities
  • TIPS
  • Common Stocks
  • Mutual Funds
  • ETFs
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • 401(k) Plans
  • 529 College Savings Plans
  • Variable Annuity
  • Equity-indexed annuities
  • Fixed annuities

Financial Planning

Financial planning is a process. It entails a comprehensive review of goals, resources, risk tolerance and lifestyle. We then develop a plan, implement it and to review it periodically.

  • Establish a client-planner relationship.
  • Discuss goals and objectives.
  • Gather and review information.
  • Devise a plan of action.
  • Implement the plan.
  • Monitor the plan over time.
 

Socially Responsible Investing- Align your investments with your values. We have experience with mission aligned investing including the 401k marketplace.

Socially Responsible Investing (SRI), also known as sustainable investing, is an investment strategy which seeks to maximize both financial return and social good. In general, socially responsible investors favor corporate best practices that promote environmental stewardship, consumer protection, human rights and diversity. To find out more about our services, just ask.

Insurance

Insurance is necessary to protect and conserve assets for you and your family. Risk management is an important component to your financial well-being, and should be considered as the foundation of a sound financial plan.

 

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
 

Tax Planning

 

 

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning

  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns