Retirement Planning

Retirement income planning provides you with a directionally sound written plan designed to point you in the correct direction. We analyze your current income, investments, and opportunities that create a clear path forward. This is an excellent compliment to an existing relationship with us or another provider.

Initial Engagement

3 meetings | 1-2 months

Typically, in the first meeting we cover a majority of the important details. Our pricing is based on the complexity of your situation, with a minimum of $1,200 and will not exceed $5,000. Factors that affect pricing include income types, investment types, marital status, blended families, children, and financial literacy.

Starts at: $1,200 paid in 2 installments

-Retirement analysis

-Financial plan

-1 additional follow-up meeting