how much in resources you will need to be financial independent in retirement,
how much you can withdraw each year after your working years,
how much longer you need to work before you can reach financial independence,
how much you can spend in retirement and still live comfortably,
whether an income stream product, e.g. fixed immediate annuity/personal pension, fits your situation,
whether you should rollover your 401(k)/403(b) to an IRA.
This plan focuses on pre- and/or post-retirement issues and finding solutions that are customized for each individual and family.
This plan includes a review of your asset allocation.
A data collection meeting is an optional service you may add to this plan.
Fees:
Base Fee
Initial Retainer
$1,5001,3
$500
1
An additional fee of $25 per holding in excess of 50 individual securities holdings will be assessed.
2
An additional fee of $150 per one hundred thousand dollars or fractional part thereof will be due on portfolio amounts over one million dollars.
3
If client desires a data collection meeting, a fee of $500 will be charged.
The balance of the fee is due at the time of the plan presentation.
