Retirement Planning

Service Description

Get on the path to a successful retirement with a personalized retirement planning consultation to review your retirement goals, assess your current retirement readiness, and develop a customized plan to ensure a smooth transition into your golden years. Initial half hour introductory discussion is free. After our initial discussion, I will provide you with a data collection form with which I will model your expected retirement financial readiness. We will then meet to discuss the model and your customized plan. Fees for the modeling and one hour discussion will be $200. My fees with be $200 per hour thereafter. I do not intend to manage your assets and therefore do not charge a percentage of assets managed like most other financial advisors. $50 credit per paying referral up to fees accrued.