Various factors including social security, pensions, investments, 401(k) and IRA accounts are analyzed in relation to retirement lifestyle goals and debt to best determine what choices need to be made in leaving the work force and settling into the retirement years. This service is of most value to those within five years of retirement.

Initial Meeting No Charge

Subsequent Office Visits $ 25.00

Formulating a Retirement Plan $ 85.00 per hour*

*any commissions earned from implementation of the plan will be credited toward fees.