How Can CIA Help You?

Ask An Advisor
Retirement Calculator
eBook
Request Consultation
Social Security Optimizer
Ask an Advisor
Retirement Calculator
eBook
Request Consultation
Social Security Optimizer
Blog

Retirement Planning – It’s Never Too Late

Q : We just read Wes’ book, You Can Retire Sooner Than You Think, and realize we could have done a better job with our financial planning. Retirement is only a few years away, we would like to have someone give us some advice with growth portfolio management and retirement planning. What consulting service options does CIA offer?

 

A : Thanks for reading Wes’ book. It’s never too late to start planning.

At CIA we offer a free one-hour consultation to review how your current situation aligns with your overall retirement goals and objectives.

We don’t have consulting fees or hourly rates, rather we simply charge a flat annual fee which is billed quarterly on the assets that we manage for our clients as follows:

 

$0 – $1M: 1.0%

$1 – $3M: 0.9%

$3 – $5M: 0.8%

> $5M: 0.7%

 

Please contact Barbara at 404-531-0018 if you would like to schedule a free consultation.

We are happy to help.


 

How Can CIA Help You?

Ask an Advisor
Retirement Calculator
eBook
Request Consultation
Social Security Optimizer
jordan 12 cherry jordan 12 cherry jordan 12 cherry jordan 12 flu game jordan 12 flu game jordan 12 flu game jordan 12 french jordan 12 french jordan 12 french jordan 12 gym jordan 12 gym jordan 12 gym jordan 12 ovo jordan 12 ovo jordan 12 ovo jordan 12 unc jordan 12 unc jordan 12 unc jordan 12 wings jordan 12 wings jordan 12 wings
adidas human race black adidas human race blue adidas human race green adidas human race grey adidas human race pink adidas human race red adidas human race white adidas human race yellow