Services and Fees
Retirement Plan ($2,000-$5,000)
2-4 month engagement to create a Retirement Plan as you approach or begin retirement
Estimate your spending needs in retirement, including health care costs
Determine the appropriate allocation of your investment portfolio
Provide how much you can safely withdraw from your retirement accounts each year
Develop plan to generate tax efficient income over the course of your retirement
Evaluate Social Security claiming strategies
One-half (50%) of the fee is collected upon execution of the agreement, and the remaining balance is due after completion of work
Retirement Plan Check-in ($1,000-$2,500)
For clients in retirement seeking help to implement their Plan or have changes in their situation
Check-in may include:
Revisit spending levels to ensure sustainable
Revisit investment allocation given recent market performance
Confirm specific withdrawal amounts from retirement accounts to ensure tax efficiency
Provide assistance with Roth conversions, if appropriate
Ensure adequate tax withholdings to avoid penalties
Re-evaluate Social Security strategy as claiming nears
Fee is collected upon execution of agreement
Fees and services are clearly established before execution of an agreement
We strive to provide affordable fees and tailor our services to client needs.
