Perfect For DIY Retirees
- Six planning meetings covering every aspect of your early retirement plan
- Meeting 1: Retirement Income Optimization
- Meeting 2: Tax Optimization
- Meeting 3: Legacy and Estate Planning with Long-term Care
- Meeting 4: How to build a retirement income investment strategy
- Meeting 5: Implementing your custom investment strategy
- Meeting 6: Plan review
- The planning process usually takes 8-12 weeks to complete for a total cost of $9,000
- Returning clients wanting to update and review their plan pay a reduced fee of $6,000
- Clients will have ongoing access to their custom retirement income plan after the planning process for no additional fee
