retirement planning

Plan and calculate your retirement income, and select reliable investments.

Happy senior couple using laptop at the kitchen_edited.jpg

What's Included

01

Retirement option analysis and "Daydreaming" session.

02

Social Security analysis.

03

Income-oriented, recession resistant investments.

04

Annual review to ensure you're on track.

05

Estate planning and coordination ($1m+ AUM)

What It Costs

My compensation is flexible depending on what's best for you, or what you prefer.

Here are a few ways I get paid for the value I provide. It may be one or a mixture of these. I am happy to provide an estimate.

 

Fee-only

Flat rate based on complexity. Range $1k-5k.

Can be paid by credit card or bank transfer.

Assets Under Management (AUM)

Included (My min is $100k).

Management costs 0.2% per quarter and is deducted from the account.

Breakpoints above $1m.

Annuity

The insurance company pays me for using their product.

 

There is no direct cost to you.

 

Please note:  As a fiduciary, I never make recommendations based on what I'll get paid. I don't even know in many cases. I believe that if you take care of people and do what's right, you'll never have to worry.