Who This Service is for
It is best suited for those who need help with a limited set of needs specific to retirement or investment, or tax planning:
- I want to know if I am on track to retire.
- I need a strategy for withdrawing funds in retirement.
- I want to reduce taxes and increase after-tax income.
- How should I invest in retirement?
What You Can Expect
- Two consultations to assess your needs and to present your solution.
- Financial Planning Summary.
- Service offered as a one-time fee and doesn’t require a long-term commitment.
- Clients are solely responsible for any and all implementation of our solutions.
Project Consultation
COSTS FOR NEW CLIENTS START AT $3,500.
Hourly $250 / Depending on complexity.
Minimum 8 hours for retirement planning services.
Project and hourly fees are payable in advance of commencement of project or service.
