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.

 
SCHEDULE A CALL TO GET STARTED

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

Get Started

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

Get Started

Retirement planning answers these questions:

 

  • How much can I safely take from my accounts so that I don’t run out of money?

  • When should I begin to draw my Social Security benefit?

  • How can I pay for a long illness?

  • Should I stay in my home, or move elsewhere?

Schedule a first meeting

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.

Free Guide: Top Ten Things to do when Planning for Retirement

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.

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