Services and Fees

What We Offer

Clear advice.
Thoughtful decisions.
Built for retirement.

Tax-smart planning, withdrawals, investments, and long-term income.

A flat annual fee of $10,000

No percentages.
No increase as your assets grow.
A consistent cost for ongoing advice and management.

Design a sustainable income strategy tailored to your retirement.

Coordinate distributions across accounts to improve outcomes.

Identify opportunities to reduce lifetime taxes.

Manage tax brackets and Medicare thresholds.

Build and maintain a portfolio aligned with your plan.

Continuous support as your life evolves.

We meet throughout the year to review your plan and refine decisions.

You’ll also have access to your planning portal to keep everything organized and clear.