Retirement Planning

Plans for Every Situation

How complex is your financial situation? What goals do you have for retirement? Do you know what questions to ask and how to stay on track?

My goal is to reduce your financial stress so you can focus on your goals. To that end, I offer plans focused on more than simple investment management with the occasional phone call. Together, we will:

• Formalize your goals and set a course for your financial future
• Find potential penalties or financial pitfalls and plan around them
• Act on objective advice specific to your financial life

Discounts available for annual service or specific situations.

Platinum Plan ($1500 initiation fee $600/month beginning the 2nd month)

For more complex financial situations and those looking for fair distributions of large estates post-retirement, the Platinum Plan offers:

• Monthly scheduled meetings
• Quarterly reviews
• Coordination with tax and legal professionals
• Advice on healthcare insurance strategies in retirement
• Estate planning
• No additional charges for
  • Insurance need analysis (up to $500 value)
  • 401(k) Allocation services (up to $1500 value)
  • Social security consulting (up to $1500 value)
  • Risk analysis of current holdings (up to $1000 value)
• Discounts on other a la carte services

Gold Plan ($1000 initiation fee $250/month beginning the 2nd month)

For clients nearing retirement but with less complex situations, the Gold Plan offers support keeping your financial ship on course to ensure your goals are met. As part of this plan you will receive:

• Ongoing financial planning services
• 4 scheduled meetings for quarterly reviews
• Retirement income plan development
• Advice on healthcare insurance strategies in retirement
• Estate planning assistance
• 2 hours of a la carte services not already covered
• Discounts on other a la carte services

Silver Plan ($500 initiation fee $100/month beginning the 2nd month)

For those still in the early to middle stages of their financial journeys, the Silver Plan offers a budget-friendly option focused on goal setting and simple adjustments to avoid potential pitfalls. Services include:

• Retirement plan review and goal setting
• 2 scheduled meetings a year
• Advice on simple changes focused on goals
• Discounts on other a la carte services

A La Carte Services

On their own or as part of one of the plans above, I am happy to offer some services a la carte as needed. These services include:

• Social security consulting $1500
• Insurance needs analysis $500
• Allocation of investments and 401(k) plans$1500
• Risk analysis of investments $1000
• Advice on various financial situations $250/hour, minimum 2 hour charge

Discounts for Veterans and Military Families

As a proud naval veteran, I know the difficulty many veterans and military families face when it comes to financial advice and retirement planning. To better serve those who have served their country, I am pleased to offer a 20% discount on all fees over $500 for all veterans and family members of veterans