Services and Fees
Retirement Planning Designed to Work Together
Retirement decisions do not happen in isolation. Taxes, income, investments, Social Security, Medicare, and withdrawal strategy all affect one another. A coordinated plan brings those moving parts together.
Tax Strategy
- Roth conversions
- RMD planning
- Bracket management
- Tax-loss harvesting
Investment Management
- Asset allocation
- Rebalancing
- Investment strategy
- Tax-efficient investing
Income Planning
- Social Security planning
- Withdrawal strategy
- Cash flow planning
- Medicare & IRMAA
Risk & Legacy
- Estate coordination
- Beneficiary planning
- Insurance planning
- Sequence of returns
Ongoing Support Throughout the Year
Financial advisory and investment management support are ongoing, not limited to a once-a-year review.
We meet throughout the year to review your plan, refine decisions, and help keep each part of your retirement strategy coordinated.
One Coordinated Plan.
One Transparent Flat Fee.
$10,000 annually for ongoing retirement planning and investment management.
No percentages tied to assets. No increase as your portfolio grows. Ongoing support throughout the year is included.