Who This Service is for
The subscription service is ideal for those who are retired or thinking of retirement who want retirement planning, tax planning, and investment management as an ongoing subscription service.
What’s Included
Through the Personalized Analysis, you’ll get a retirement income plan aligned with your income preferences that shows you how to source steady and reliable income to cover core living expenses, discretionary spending needs, contingent expenditures, and legacy amounts to pass along to future generations while managing the risks that can undermine spending stability. A combination of investment planning and management to optimize portfolio sustainability and spending power, as well as strategic tax planning to reduce taxes and boost spending, this is the roadmap for those seeking to maximize their resources while ensuring financial security in retirement.
Single – Annual Cost $7,500
Couple – Annual Cost $8,700
Subscription fees are payable in advance of each quarter, The subscription advisory fee in the first quarter of the Agreement shall be prorated from the inception date to the end of the first quarter.
