Our Retainer service offers continuous retirement income, investment, and tax planning for a single, annual fee. You’ll always know what’s included — and what to expect.

Snapshot → Plan → Ongoing Guidance

Your path from clarity to lifelong coordination.

Retainer Service

Designed for: Retirees and households seeking fully integrated, ongoing planning across investments, income, and taxes.

Annual Fee:

• $7,500 / year — for households with investable assets up to $2 million

• $10,000 / year — for households with investable assets between $2–3 million

Includes:

• Comprehensive, ongoing retirement income planning.

• Fully integrated tax, investment, and withdrawal strategies.

• Five meetings are held in the first year and twice annually thereafter, with additional check-ins as needed.

• Portfolio design and monitoring are coordinated through your financial planning portal.

• Tax preparation and annual tax projection included.

• Unlimited access for plan updates and ongoing guidance.

Ready to see which retainer level fits your goals?

Book Your Complimentary Discovery Call

This service is ideal for individuals or couples who:

• Want a single, trusted point of contact for all areas of their financial life.
• Value a fully coordinated approach across planning, investments, and taxes.
• Prefer simplicity and transparency through one flat annual fee.
• Are in or near retirement and want steady, proactive support that adapts as life changes.

If this sounds like you, let’s explore whether our Retainer approach is a good fit.

See If This Service Fits You

Whether you choose the Core or Tiered Retainer, both provide the same level of proactive, year-round planning designed to keep your retirement income on track and aligned with your goals. 

Here’s why our ongoing approach works.

• Fully Integrated Planning Every aspect of your financial life — investments, income, and taxes — coordinated through one continuous plan.

• Built for Adaptability Life changes, markets shift, and your plan adjusts along the way — not once a year.

• Consistent Touchpoints We typically meet five times in the first year and twice annually thereafter, with check-ins as needed.

• Clear Communication You’ll always know where you stand and what to expect next.

• Transparent, Flat Fees One annual fee covers everything — no hourly rates or commissions.

Want to learn how this ongoing approach can work for you?

Schedule a Quick Intro Call

Your retainer service provides a coordinated approach to managing every aspect of your retirement plan — income, investments, and taxes — so everything works together seamlessly.

We begin with a personalized analysis that builds a retirement income plan tailored to your goals and spending needs. From there, we integrate strategic investment design and proactive tax planning to create a steady, reliable income that supports your lifestyle, protects against risk, and evolves as life changes.

Click any topic below to see what’s included in your ongoing service:

Explore This Service in Detail

Getting started is simple. We’ll guide you through a clear, structured process that begins with your Retirement Spending Snapshot and builds into a fully coordinated plan.

1️⃣ Starter-to-Steady (First 90 Days) We begin with your Retirement Spending Snapshot and gather the full picture of your income sources, investments, and taxes. Together, we identify key priorities and establish your personalized plan.

2️⃣ Implement & Coordinate We put your plan in motion — aligning investments, income strategies, and tax planning within your financial portal so everything works together seamlessly.

3️⃣ Ongoing Reviews & Adjustments We meet regularly to revisit your progress, refine as life evolves, and ensure your income plan stays steady through every market cycle.

Ready to begin your Starter-to-Steady Journey?

Get My Snapshot