Retire Wisely

Retirement Planning

As a team of seasoned FEE-ONLY financial advisers, CPAs and attorneys, we specialize in helping individuals, families and businesses create and implement comprehensive retirement planning solutions. 

Let us use our expertise to guide you on a path to a secure retirement. We can also help you update a will, establish a trust, plan for your health and/or protect your legacy. If you are already working with someone or doing it yourself, we are happy to provide second opinions. 

Click here to ask a FREE question or visit 1800ADVISER.COM and select the FEE-ONLY adviser you would like to speak with. 

→ MY BROKERAGE FIRM GIVES ME FREE SOFTWARE, WHY SHOULD I HIRE YOU?

Although free retirement software is helpful and a good place to start, the truth is only our network of FEE-ONLY financial advisers and CPAs can expert analysis of your goals, risk tolerances and discuss them with you. If you are looking for a robot, we are not the right place for you.

→ SHOULD I ELECT SOCIAL SECURITY EARLY?

You need to assess your income and expenses and take into account any brokerage accounts, IRAs, 401k account and other sources of potential retirement income. There are many pros and cons to taking it early vs. waiting. Our advisers can help you decide what is right for you. 

→ HOW MUCH IS YOUR FEE?

Fees for retirement plans start around at around $250 and increase based on overall complexity. We start with a FREE consultation and then agree upon a fee with you. 

Fee Only Independent Advisers and CPAs

If you want to be immediately connected to a FEE-ONLY adviser, you should visit 1800ADVISER.COM. 

The web site lists the biography and specialty of our network, and you can choose 1 or more members to speak with.  To find out more watch our video, ask TheAdviser.com or visit 1800ADVISER.COM.

Professional Retirement Services Since 1999
With over two decades of experience, we have been providing top-quality retirement planning services to literally thousands of individuals since 1999. Our team of expert financial advisers is dedicated to helping individuals and families achieve their financial goals and secure their futures.
100% Independent and 100% Objective
Being 100% Independent and 100% Objective means we are fee-only and paid based on the time and expertise we provide. Are interests are aligned with your interest. Unliked commissioned financial advisers, we have a vested interest in helping you achieve your financial goals.
Top State & Federal Retirement Tax Experts
Most likely, the single largest expense you will have in retirement is taxes. As such, Tax expertise is important for retirement plans because taxes can have a significant impact on your retirement income and overall financial well-being. Proper tax planning can help you minimize the taxes you pay on your retirement income and maximize the amount of money you have available to support your retirement lifestyle. It's important to understand the tax implications of different types of retirement plans and investments in order to make informed decisions about how to save and invest for your retirement. Given our tax expertise, we can help you understand the tax considerations involved in your retirement planning and provide guidance on how to minimize your tax burden in retirement.
Customized Retirement & Financial Planning Advice
Our Fee-only advisers can provide a wide range of financial planning services, including retirement planning, estate planning, tax planning, and more. This means they can provide a holistic approach to planning for your retirement and other financial goals.

Our Retirement Planning Services

Assess Financial Situation

We will review your income, expenses, debt, assets and other financial factors in order to understand your current financial position and identify areas for improvement. 

Estimate Retirement Income

We will discuss, review and estimate your retirement income from sources such as Social Security, IRAs, ROTH IRAs, SEP IRA, and other accounts. We will make suggestions as needed.  

Assess Your True Risk Tolerance

There is simply nothing like talking to a FEE-ONLY financial adviser who can objectively discuss your plans, goals, desires and risk tolerances when it comes to your retirement. 

Tax Returns & Tax Planning

Our FEE-ONLY financial advisers and CPAs can prepare your tax returns and provide guidance on how to minimize your tax burden in retirement by considering the tax implications of different types of investments. 

Estate & Trust Planning

Because we are a FEE-ONY network consisting of independent financial advisers, CPAs and attorneys, we can draft and/or update your will, review your beneficiary designations, wills and trust. 

Develop Retirement Plans

Once we understand your retirement goals, risk tolerances, income and expenses and other factors, we will create a retirement plan to show you how much you need to save or budget for. 

Need Help With Retirement Planning?

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