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. 

 
SCHEDULE A CALL TO GET STARTED

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

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

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

Get Started

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.

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