"I am going to retire within the next 5 years or so, and want an advisor to help me prepare for and guide me through retirement."

Our Retirement Financial Planning Services Include:

  • A free, no obligation 30 minute introductory meeting via phone or video chat (like Zoom or Google Meet) to see if we are best suited to serve you
  • 4-8 meetings per year in the first 1-2 years depending on the complexity of the situation
  • Annual reviews with semiannual or quarterly check up during following years
  • Reasonable, ongoing access to your financial planner
  • Comprehensive financial analysis of:
    • Net worth
    • Budgeting and cashflow
    • Retirement income planning and withdrawal strategies
    • Saving for college or the futures of children and grandchildren
    • Investment allocation
    • Insurance planning and risk management
    • Tax reduction planning
    • Estate planning services
  • Investment portfolio management
  • Ongoing financial planning and advisement
  • Access to financial organization and management software and tools
  • Cost  
    Starting at $2500 per quarter

Based upon the complexity of your situation and the responsibilities delegated to us.
This service is best suited for individuals or families with a minimum net worth of $1 million.
Clients may choose to deduct fees for service from their investment accounts, or may pay directly.