Saving for retirement is a lifetime journey. I’ll help you get there.
Retirement advice redefined.
You'll receive the advice and knowledge to help navigate a lifetime of decisions to reach your retirement destination. There are a lot of decisions to be made. And traps to avoid. I'll help you with both. That's what I do.
Call it retirement, or call it financial independence. It’s about being able to financially support yourself without having to have a paycheck. Together, we’ll build a roadmap to get you there.
Here's why I am not like a typical financial advisor. Our services are for normal people with normal jobs, not the super high-net worth crowd. I don't sell commission-based products. Your savings are not eroded with asset-based fees. I don't hide how fees get paid. I only represent your best interests because Retirement Navigation, LLC is a Registered Investment Adviser and legally bound to the fiduciary oath. I am a flat fee only retirement advice service. You only pay for what you need, when you need it.
Advice, pure and simple. Whether you’re at the beginning , later stages or already living in retirement, you can get on course. And stay there.
Our services
Basic retirement snapshot
Designed for those at the beginning or middle years of retirement saving. This helps you decide how to invest in your employer-sponsored retirement plan, IRA’s and other investment accounts. You’ll receive a plan that can guide you along the retirement journey for many years.
$289 (individual) $499(couple)
Detailed retirement analysis
Designed for those nearing or already living in retirement. These are some of the toughest decisions you’ll make. You’ll receive everything in a Basic Retirement Snapshot plus cash-flow projections, budget/spending plans, Social Security estimates, and strategies for retirement income.
$579 (individual)
$989 (couple)
Custom work/hourly fee
Looking for something different or specialized? Maybe a second opinion on an existing plan, or help with Medicare decisions, or only help with your employer- sponsored plan. Trying to decide on purchasing annuities? You’ll receive an estimate before the work starts.
$125 per hour
ERISA Services
Designed for business owners that currently offer a retirement plan to their employees. You’ll receive a holistic analysis of your plan and how well it is meeting the goals of the plan. This includes an analysis of your plan fees and investment lineup. But this moves well beyond that and determines how well your organization and plan provider are supporting the retirement needs of your employees and will outline specific actions that will make your plan more successful.
$2299 per year
