Retirement Planning

Retirement Planning Package

We estimate our plans will get you about 70% to 90% of the way there but you should not expect them to get you to 100%. Our process does not provide personalized advice. We all need personalized advice for the extra fine-tuning.

With our approach we recommend speaking with an expert for an individualized plan initially and again at 20, 10, 5, and 3 years prior to retirement. During the 6-months prior to and 6-months following your retirement you may speak with an expert more often. Once you retire how often you meet really is a matter of personal preference.


Understanding fee-for-service advice

There is a wide spectrum with rates generally ranging from $100 to $500 an hour with a total cost for an engagement from $300 to as high as $25,000 for very complex situations. In most cases you can get a comprehensive personalized plan for $500 to $1,500.


Next step:

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  • We will match you to a fee-for-service advisor in our network. No products, just personalized advice.


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