Which Service Model Fits You Best?
Prices below are estimates and will vary depending on plan complexity and assets involved.
Do It Yourself
$0
- Read our Blog
- Learn the Basics of Retirement Planning
- You Implement Your Plan
- You Monitor Your Plan and Make Changes
- Contact Us if You Need Help!
Do It With You
$1500/year
- Complete Financial Plan
- You Implement Your Plan
- You Manage Your Assets
- You Monitor Your Plan
- Contact Us As Your Plan Changes
Do It For You
1%year
- Complete Financial Plan
- We Implement Plan For You
- We Manage Your Assets for a 1% Fee
- 1% Fee Can Be Higher/Lower Depending on Amount We Manage
- We Monitor Your Plan Going Forward