What's Included
Our stand-alone financial plan service is designed to provide clarity and actionable guidance tailored to your unique needs.
Financial and Retirement Planning services include:
Retirement savings analysis
- Tax-efficient withdrawal strategy recommendation for generating income to cover retirement expenses
- Investment risk tolerance assessment
- Investment portfolio review and asset allocation recommendations
- Tax-reduction strategies for retirement accounts and tax planning
- Social Security analysis and recommendations on claiming Social Security benefits
- Covering healthcare costs in retirement and Medicare planning
- Review of insurance and estate planning documents to ensure adequate asset and income protection
- Long-term care planning
- Charitable giving planning, if applicable
- Other short- and intermediate-term goals planning (example: college planning, second home purchase)
Retirement readiness plans, typically a 3-4 month engagement, to prepare you for a secure and fulfilling future.
Fees
The fee for stand-alone financial planning starts at $3,500 and is calculated based on the complexity of your financial situation and the scope of work.
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