Retirement planning can be
complicated and overwhelming.
We can help simplify your journey.
Times have changed. Things were very different when our parents were planning for their retirements. In the past, retirement income was attained by working for a single employer for 30 years. People would typically retire with generous pensions that would carry them through into their retirement years. Hard work. Sacrifice. Living the American Dream.
Unfortunately, those days are behind us. Today, working for a single employer is rare, and gaining access to an employer-paid pension that will support you through your retirement years is practically unheard of. Longer life expectancy and rising healthcare costs further exacerbate these challenges. And the likelihood of our children taking care of us when we get older? Let’s not go there.
After all, and through no fault of their own, most members of the the younger generation are burdened with student debt, struggling to survive in tougher economic times and faced with the possibility of having no Social Security. Their retirements are just as uncertain as ours.
Now, more than ever, it's crucial to be prepared for retirement, and it's up to you to take control of what lies ahead.
If at any time during the planning process, you aren’t 100% satisfied with our service, we'll refund 100% of your advice and planning solution fees. Guaranteed.
Unlike many traditional retirement planning firms, you’ll know exactly what you’re getting for the money you are paying. Our plans start at just $49/month (scroll down for pricing).
We have the technical know-how to provide you with a disciplined approach to planning your retirement—with the emotional guidance you need.
For starters, we don't sell any proprietary products. In addition, as an independent firm, we act as a fiduciary and are held to a higher standard than advisors that work at banks and brokerages (this basically means we’re here to provide advice—not be salesmen who sell you products).
|Advice & Planning Fees Every client chooses one of our advice and planning solutions. The monthly fee for each solution is discounted by 25% when you choose to implement with us. First payment is due upon initial engagement and there is a commitment period of 12 months.||$49per month||$199 per month||$749 per month|
Fiduciary Investment Services
(Implementation Fees) This service comes at an additional cost and is priced according to the dollar value of the investments we implement on your behalf. Implementation fees are billed quarterly and can be paid directly from your investments. Please note that implementation often involves several components—not just investments. For example, insurance coverage may play an integral role. While we'll help implement these pieces, related expenses aren't included in our advertised implementation fees.
|1.25% of your investment||0.95% of your investment||0.65% of your investment|
|100 for 100 Guarantee We aren't in the business of having unhappy clients. Therefore, if at any time during the planning process you aren't 100% satisfied with our service, we'll refund 100% of your advice and planning solution fees.|
Click here for a PDF for details of Core, Select & Total Vision solutions.
The objective? A simple 15-minute call to identify if we’re a good fit for your retirement goals. If so, we’ll then (with your approval) schedule a more in-depth face-to face meeting.