Early Retirement
For those looking to retire before age 65 and want a financial partner to guide them.
(Semi-annual review meetings + check-ins as needed)
• Health Insurance and Health Cost Planning
• Tax Efficient Withdrawal Planning
• Investment Planning
• Asset Allocation Planning
• Insurance Planning
• Risk Management Analysis
• Employee Benefits Analysis
• Retirement Income Strategy
• Charitable Giving Strategy
• Estate Planning
• Social Security Claiming Strategy
• Major Life Decision Analysis & Planning
3 month engagement
50% of fee due before Kickoff Meeting
50% due upon plan delivery
$7,000 - $10,000
Ongoing Client
(Optional Service)
• Enter into full wealth management services
$0.00 - $999,999.99 1.00%
$1,000,000.00 - $1,999,999.99 0.85%
$2,000,000.00 - $4,999,999.99 0.75%
$5,000,000.00 - $9,999,999.99 0.65%
Above $10,000,000.00 0.50%