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.
Retirement planning encompasses 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?
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, and today, 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.
Bronze
$2,500
one-time fee
Financial Plan Creation
Emergency Fund
Debt Payoff
Budgeting
Investment Risk and Tolerance Assessment
IRA Strategies
Advice on Employer 401K, 403b, and pension accounts
Retirement Plans for Small Business
Tax Return and Projections
Higher Education Planning
All-Inclusive Online Account Aggregation
Review of all Beneficiary Designations
Comprehensive Insurance Review
Creation of Personal Financial Statements
Silver
$3,500
one-time fee
Financial Plan Creation
Emergency Fund
Debt Payoff
Budgeting
Investment Risk and Tolerance Assessment
IRA Strategies
Advice on Employer 401K, 403b, and pension accounts
Retirement Plans for Small Business
Tax Return and Projections
Higher Education Planning
All-Inclusive Online Account Aggregation
Review of all Beneficiary Designations
Comprehensive Insurance Review
Creation of Personal Financial Statements
Retirement Income Planning
Social Security Evaluation
Long-term Care Planning
Employer Stock Option Advice
Pension Option Evaluation
Investment Property Evaluation
Gold
$4,500
one-time fee
Financial Plan Creation
Emergency Fund
Debt Payoff
Budgeting
Investment Risk and Tolerance Assessment
IRA Strategies
Advice on Employer 401K, 403b, and pension accounts
Retirement Plans for Small Business
Tax Return and Projections
Higher Education Planning
All-Inclusive Online Account Aggregation
Review of all Beneficiary Designations
Comprehensive Insurance Review
Creation of Personal Financial Statements
Retirement Income Planning
Social Security Evaluation
Long-term Care Planning
Employer Stock Option Advice
Pension Option Evaluation
Investment Property Evaluation
Estate Planning and Document Review
Business Succession and/or Transfer Planning
Charitable Giving Strategies
Family Gifting Strategies
Review of Asset Titling
Now you have our recommendations. Great! How do we continue working together?
We've given you our recommendations - now what? Each package gives you full access to our CFP® professionals for one year. As your life changes, so will your finances. We work with you over the long term to keep you on track. There are two options to continue working together:
Investments Under Management
● No asset minimum.
● In-person, email, phone, and web conference access.
● Assets under management fee automatically deducted from your investment account to the following fee schedule:
● Under $500,000: 1.25% annual fee, billed quarterly.
● Between $500,000 – $999,999: 1% annual fee, billed quarterly.
● Between $1,000,000 – $2,500,000: 0.75% annual fee, billed quarterly.
● Above $2.5 million: Negotiable fee, billed quarterly.
Financial Planning Advice
Your financial life is more than your investment account. We offer various financial planning offerings based on your needs and what you want accomplished - both today and tomorrow.
