Your retirement won’t stand still—and neither should your plan. Our Full-Service Retainer keeps your income, investments, and taxes working together year-round, so you’re never left wondering if you’re still on track. You’ll have:

• Anytime access for answers and guidance when life changes.

• Proactive monitoring of markets, taxes, and spending guardrails—adjustments happen before problems arise.

• Integrated execution so investment moves, income changes, and tax filings work in sync.

• A living plan that updates with your priorities, not just on a calendar.

🚀 Begin with our Starter-to-Steady Transition — lock in your first 90 days and start building your retirement plan now.

All new Retainer clients begin with our Starter-to-Steady Transition — a focused, 90-day onboarding process where we deliver your retirement income plan, align your portfolio with your income needs, and implement your first tax strategy.

Your $7,500 annual fee begins with a $2,000 initial installment at onboarding, with the remaining $5,500 billed quarterly from your managed accounts after transfer to our custodian.

We typically meet four times in the first year and twice annually in future years, with additional check-ins as needed. All planning, investment, and tax services are fully integrated and coordinated through your financial planning portal.

This service is ideal for individuals or couples who:

• Want a single point of contact for all aspects of their financial life
• Value a coordinated approach across planning, investments, and taxes
• Prefer simplicity and transparency with one flat annual fee
• Are in or nearing retirement and want proactive, ongoing support