Services and Fees

Retirement Plan ($2,000-$5,000)

2-6 month engagement to create a Retirement Plan as you approach retirement

• Estimate your spending needs in retirement, including health care costs

• Determine the appropriate allocation of your investment portfolio

• Provide how much you can safely withdraw from your retirement accounts each year

• Plan how to generate tax efficient income over the course of your retirement

• Evaluate Social Security claiming strategies

One-half (50%) of the fee is collected upon execution of the agreement, and the remaining balance is due upon presentation of recommendations.

Ongoing Support in Retirement ($500-$1,500/quarter)

Ongoing monitoring and implementation assistance with your Retirement Plan

• Revisit spending levels to ensure sustainable

• Determine specific withdrawal amounts from retirement accounts each year to ensure tax efficiency

• Provide assistance with Roth conversions, if appropriate

• Ensure adequate tax withholdings to avoid penalties

• Provide proactive tax planning and tax return assistance

• Perform Insurance and Estate Plan reviews as appropriate

• Re-evaluate Social Security strategy as claiming nears

Fee billed quarterly after execution of agreement

My commitment on fees

• Fees and services are always clearly established before execution of the agreement. No surprises!

• I strive to provide affordable fees and tailor the services to each client needs.