Independent, objective advice designed to help you plan for a secure retirement:

• Assistance in identifying and prioritizing your retirement planning goals.
• Help in quantifying your current and “desired” standard of living, projected resources, expected sources of income and your target retirement date.
• Creation of an interactive retirement planning model which serves as your point of reference for making critical financial decisions leading up to retirement.
• “Stress testing” your plan for volatility, unpredictable market environments and alternative inflation scenarios.
• Recommended plan of action, including investment strategy for retirement assets.
• Assistance in transitioning from living on a weekly paycheck to living on cash flow generated from your accumulated savings, pension and Social Security.

We charge a flat fee for our retirement planning services. Our typical fees for these services range from $2,500 to $5,000.