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.
A good client fit is someone who seizes the opportunity to begin something new – what can be the most productive, interesting, and enjoyable season of one’s life.
Plans and Pricing
Retirement years can easily be one-third of one’s lifespan. When the alarm clock no longer rings, what exactly will you do with yourself all day? If you are used to functioning at a high level, simply ceasing gainful employment isn’t much of a retirement plan. Retirement planned well 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. Each package typically entails four meetings.
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
Crypto Assets
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
Schedule a complimentary 30-minute Zoom session
The purpose is to see if you’re a good fit to work with us, and if we’re a good fit to work with you. We have strict criteria for onboarding new clients. We work with each person individually and personally – none of our work is outsourced. We want to see that you’re committed to the process and willing to invest not only the money but also your time, effort, and thought into producing some transformative financial results.
