First time clients are attracted by the time-based approach to delivering financial advice.
The aim is to provide advice that sticks and to make recommendations that have staying power. Both of which are supported by a highly personal and custom retirement projection.
Retirement projections include asset allocation and specific investment recommendations which stem from a bias towards the ‘broadly diversified low-fee passively indexed‘ approach to investing.
A typical estimated fee range for a retirement projection is 8 to 12 hours, although some engagements run shorter and some run longer. The current hourly rate is $240.
✓ Employer sponsored plans; including 401(k), 403(b), and TSP plans
✓ Retirement Annuities, including CSRS, FERS, and private pensions
✓ Retirement plan roll-overs; including Traditional IRAs and ROTH IRAs
✓ Mortgage and consumer debt review and coaching
✓ Education funding; including 529 plans and Coverdell ESAs
✓ Life, disability, and long term care insurance needs recommendations
✓ Property and liability insurance needs recommendations
✓ Home purchase coaching
✓ Cash flow review and budgeting