Our Flat Fee Only Services

Basic Retirement Snapshot

$289 (one person) $499 (couple)

Find out if you’re on course and what steps you should take to get there. This service focuses on saving in your retirement plan at work, in IRAs, and other investment accounts. Designed for those at least 10 years away from retirement.

• Overall retirement savings “on track’ analysis

• Employer sponsored plan analysis (401(k) OR 403(b))

  • Investment and contribution recommendations

  • Roth or Traditional recommendations

• IRA Analysis

  • Investment and contribution recommendations

  • Roth or Traditional recommendations

• Taxable and non-qualified retirement savings

  • Liquid/Emergency funds

  • Method recommendations

Detailed Retirement Analysis

$579 (one person) $989 (couple)

Are you within 10 years of retirement or already there? These important decisions now start to focus on converting your savings into a regular stream of retirement income.

• Includes everything in the Basic Retirement Snapshot listed above

• Detailed cash-flow projections

• Budgets/Spending plan

• Social Security estimates

• Multiple drawdown scenarios/Strategy development

ERISA Plan Services

$2,299 per year

Offering a retirement plan to your employees is crucial in 2 ways. First, you need to do this to attract and retain quality employees. Second, access to a retirement plan is the best way for your employees to avoid the current retirement crisis sweeping our country. I can help you reach the goals you have set for your plan, increase your employee utilization (and appreciation), potentially lower plan costs, improve your organization’s support, and get the most from your current plan provider. This holistic approach will help you improve your company, not just your plan.

• Comprehensive plan audit

• Investment line-up review

• Employee survey (before and after)

• Recommendations for improvements

In addition, customized employee education is available on-site for a daily cost of $850 plus travel expenses.

Are you looking for some advice that doesn’t fit into the services described above? Maybe a second opinion on your current strategy or investment portfolio? Or help searching for a new retirement plan provider for your business? Or some help picking investments in your 401(k)? Let’s discuss what you need and you’ll get a quote from me before the work begins.