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.

Step 1 -- schedule a complimentary phone call

 

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?

 

Step 2: select a financial planning package below & schedule a first meeting

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

Get Started

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

Get Started

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

Get Started

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:

Step 3: investment management OR ongoing advice

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.

Learn More About Investing

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. 

Learn More About Financial Planning
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