Retirement Planning Fees
Acting for Clients, Not Financial Incentives
As a fiduciary, we are proud to fulfill our duty to act in the client's best interest. Please find our transparent fee structure below.
$2,000
Retirement Strategy
Fee
All clients receive a customized financial plan developed using Cetera’s Advanced Time Segmentation program.
The fee for this plan is in addition to the other fees listed.
Learn more about our proprietary retirement planning approach.
Please refer to firm's ADV Part 2A and the client's agreement for additional platform, strategist or any related fees that may apply.
How Are Financial Advisors Compensated?
Your Retirement Deserves a Strategy®
Here's how we can work together to help you prepare for retirement and retire confidently:
1.
Consultation
Meet with us to share your needs, wants, and goals for retirement, and learn about our tax-focused approach to wealth management.
2.
Retirement Strategy
Receive your documented retirement strategy, a customized roadmap for helping you pursue a consistent retirement income.
3.
Implementation
Prepare to retire with financial confidence as we implement your retirement strategy, meeting at least annually to review progress.
Take Charge of Your 401(k)
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to
help you avoid these critical mistakes and potentially save you thousands in taxes and fees.
Contact Us
Let's Get Started
We are ready to connect when you are—whether you’ve experienced a change in employment, need to find a new financial advisor, or have questions about your current assets. Contact us, and we’ll reply within one business day.