Thinking about retirement?
The most common question we hear is, "Will I outlive my money?". We can answer this question and work with you to design a custom retirement plan tailored to your goals, concerns, and life circumstances.
Plans and Pricing
Planned correctly, retirement can be a wonderful new phase of life – a time to travel, to start a business, take courses, play with your grandchildren, or volunteer. Discover what's possible in retirement with one of our financial planning packages. We'll work with you on each point listed below. Each package typically entails 3 meetings, more if needed.
Silver
$3,500
ONE-TIME FEE
Envisioning Retirement: What Will It Cost?
Cash Flow Worksheet—Projecting Future Income
Emergency Fund: How Much Should I Have?
Debt Payoff, Including Student Loans
Pension vs. IRA Rollover? Advice on Employer Retirement Accounts
Employer Stock Option Advice
Investment Risk Tolerance Assessment and Rebalancing Recommendations
IRAs and Required Minimum Distributions
Social Security—Take it Now or Later?
Review of all
Beneficiary Designations
Comprehensive Insurance Review
Tax Return Review & Projections
Long-term Care Planning
Investment Property Evaluation
Full Retirement Income Planning
Financial Plan Creation
6-month Follow Up Meeting
Gold
$4,500
ONE-TIME FEE
Envisioning Retirement: What Will It Cost?
Cash Flow Worksheet—Projecting Future Income
Emergency Fund: How Much Should I Have?
Debt Payoff, Including Student Loans
Pension vs. IRA Rollover? Advice on Employer Retirement Accounts
Employer Stock Option Advice
Investment Risk Tolerance Assessment and Rebalancing Recommendations
IRAs and Required Minimum Distributions
Social Security—Take it Now or Later?
Review of all
Beneficiary Designations
Comprehensive Insurance Review
Tax Return Review & Projections
Long-term Care Planning
Investment Property Evaluation
Full Retirement Income Planning
Review of Asset Titling
Business Succession and/or
Transfer Planning
Charitable Giving Strategies
Family Gifting Strategies
Estate Planning and Document Review
Financial Plan Creation
6-month Follow Up Meeting
Retirement planning answers these questions:
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How much can I safely take from my accounts so that I don’t run out of money?
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When should I begin to draw my Social Security benefit?
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How can I pay for a long illness?
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Should I stay in my home, or move elsewhere?
Life is Complicated Enough...
You care about about your goal of retiring with peace of mind.. What are the appropriate steps to ensure a successful retirement? Here are our Top 10 must do's when Planning for Retirement. Get started and simplify your life today.
How We Work vs. How They Work
How We Work
We’re fiduciaries, legally bound to always act in your best interest.
We don’t push proprietary products. Instead, we work with you to build a portfolio that suits your needs.
We have a simple, transparent fee structure determined by the amount of assets we manage on your behalf.
Your team will include an investment manager, CERTIFIED FINANCIAL PLANNER™
How They Work
They are not fiduciaries, not bound to act in your best interest.
They sell proprietary products that can find their way into your portfolio.
Your investments could be subject to hidden fees, revenue sharing and commissions.
Your team may not have the education and experience your wealth requires, or may be handling multiple roles rather than specializing.
