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.
→ 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
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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