Retirement Plans
"When can I retire and will I run out of money in retirement?" is the question most asked of us by people over 50. This analysis reviews sources of retirement income, expenses, and methods to reduce financial risk in retirement. Designed primarily for those planning to retire within 1 to 5 years, but can also be used by current retirees who may be reviewing their retirement revenues and expenses. The basic cost of a retirement plan is $1,500, but may increase with the complexity of your personal situation.

There is no cost for our initial consultation. After our meeting we will review your information in detail and provide a firm quote on the cost of our services. The information presented below was developed to give you a feel for the approximate cost of our services.

Our services include financial plans that are limited in scope ( e.g. , debt analysis, investment risk analysis, financial checkup, retirement plans)or those that address your overall financial position (a comprehensive plan). These services are billed on hourly basis of $150 hour. The total costs depends on the complexity of your situation and the services you are seeking. Plans with limited scope and complexity may cost as little as $150 (e.g. life insurance needs analysis to replace the income of a wage earner).