WHAT IS IT
The Retirement Income Planner helps retirees live comfortably in retirement without fear of running out of money by addressing the unique needs encountered when planning for retirement. It does so by developing a plan that focuses on sourcing income to meet spending goals for as long as retirement lasts and providing answers to many critical questions about retirement.
WHO THIS SERVICE IS FOR
The service is ideal for those who are retired or within 12 months of retirement who want planning, tax preparation, and investment management.
WHAT'S INCLUDED
Through the Personalized Analysis, you'll get a retirement income plan aligned with your income preferences that shows you how to source steady and reliable income to cover core living expenses, discretionary spending needs, contingent expenditures, and legacy amounts to pass along to future generations while managing the risks that can undermine spending stability. A combination of investment planning and management to optimize portfolio sustainability and spending power, as well as strategic tax planning to reduce taxes and boost spending, this is the roadmap for those seeking to maximize their resources while ensuring financial security in retirement.
We don't hand you the Personalized Analysis and send you on your way. That would be negligent. We'll provide full implementation and support through retirement to ensure financial security.
Year-round, on-demand investment, retirement, and tax planning and management
In-person and online annual reviews
Identifying retirement income preferences
to reveal characteristics of sourcing a retirement paycheck
Selection and implementation of income strategy
A personalized analysis to articulate a roadmap to enhance retirement financial security
Curate a tailored retirement income plan that reflects your vision of retirement income and the concerns you wish to address through your retirement income strategy
Portfolio Construction
DESIGN, REVIEW, AND OPTIMIZATION OF INVESTMENT PORTFOLIO
Investment selection and implementation
Portfolio Management
Income distribution
Roth conversions
Multi-Account Rebalancing
Reporting
Optimize taxes to support portfolio growth potential to increase long-term wealth to support higher spending potential
1040 Federal & State return preparation, review, and submission
OUR PROMISE
You will receive a formal retirement income plan To reflect your retirement objectives.
YOUR PLAN WILL REFLECT HOW YOU PREFER TO PAY YOURSELF.
your plan will explain how your income will be created.
YOUR PLAN WILL PROVIDE SECURE, stable, and sustainable MONTHLY INCOME.
your plan will only include investments that support your spending goals and values.
Your plan will incorporate tax optimizations to enhance long-term wealth and spending power.
Your plan will include ongoing retirement, investment and tax management to ensure a desired retirement outcome.
Your plan will have the backing of a firm that will truly listen to you and have a vested interest in your retirement.
WHAT IT COSTS
Annual Cost: $8,800
Annual Cost: $10,000