Q: I am interested in assistance with retirement planning. I plan to retire in about 10 years. What fees do you charge for retirement planning and maintenance?
A: We would be happy to sit down for a free one-hour consultation to objectively and honestly review your financial situation and help answer any questions you might have.
If you decide to work with us, we charge a percentage of assets under management which can be found on our website here.
I would certainly suggest you sit down with someone to discuss establishing a plan for getting to a successful retirement in your planned 10 years. It is helpful to know what it is going to take to accomplish your family’s goals.