Pre-Retirement Investment & Tax Analysis (Fee $2,500)
This service includes an analysis of the pre-retired client and their current investments. It addresses whether the client is on track to save enough to meet their investment goals. It also addresses whether the client has chosen an appropriate investment allocation given their overall financial situation in order for them to meet their goals. The analysis takes a look at the fees the client is currently paying and makes recommendations to see if there is a more cost efficient way for the client to meet their goals. This analysis will not address the client's insurance and estate issues.
Retirement Investment & Tax Analysis (Fee $2,500)
This service includes an analysis of the retired client and their current investments. It addresses whether the client has chosen an appropriate investment allocation given their overall situation. The analysis will also address how the client can establish a tax efficient withdrawal strategy which maximizes their assets over the life of their retirement. The analysis will also take a look at the fees the client is currently paying and make recommendations to see if there is a more cost efficient way for the client to meet their goals. This analysis will not address the client's insurance and estate issues.
Investment Allocation Review (Fee - $900)
This review is for those clients want their investments review to see if it is appropriate for their current situation. The review is recommended annually or when the client's situation has changed. Clients need not have had the comprehensive financial plan or the investment & tax analysis prepared before in order to have this review completed.