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We provide some guidance right where you need it

Perhaps you don't need all that is included in our ongoing comprehensive service and are only looking for assistance with certain parts of your retirement planning. We can help with that too

What we offer

We offer our services on an hourly basis.

What you get

It's up to you. The nature of your request will determine what we deliver. Typical requests are:

  • Creation of a comprehensive retirement financial plan without ongoing assistance in implementing or monitoring the plan and without ongoing investment management. You can expect the general contents of the final plan to be similar to what's in our "Sample Retirement Financial Plan"
  • Investment portfolio review
  • Roth IRA conversion analysis
  • Annuity contract review
  • Vacation property analysis
  • Pension payment type selection analysis

What it costs

The total fee is to be agreed upon in advance, based on an hourly rate of $300.

The total fee for the creation of a comprehensive retirement financial plan is typically between $2,400 and $3,600.

Next step

Contact Us or schedule a free introductory call to further explore if we may be a good fit to help you with your retirement planning:

click here to schedule a call