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Services and Fees

Let's Build True Wealth Together

Retirement planning is about more than making your money last — it’s about using your time, resources, relationships, and experiences to live fully and intentionally.

 

Our True Wealth Planning Process helps you design a financial strategy that allows you to protect, enjoy, and share your wealth throughout retirement.

 

True Wealth Planning

Financial Planning + Investment Management

The True Wealth financial planning process begins with creating a financial life plan. The plan will serve as the foundation for future decision-making. After the initial planning process, we will typically meet twice a year to review your financial plan and update as needed.

Our flat fee financial planning and investment management service includes:

  • Investment management
  • Portfolio distribution strategies
  • Roth conversion planning
  • Retirement planning
  • Investment allocation and diversification
  • Establishing a retirement spending plan
  • Insurance planning
  • Tax planning
  • Planning for health care costs
  • Deciding when to begin Social Security benefits
  • Selecting a pension option
  • Major purchase planning
  • Legacy planning
  • Relocation decisions
  • Estate planning
  • Other questions as they arise

Flat fee of $12,000 per year, paid quarterly

(includes up to $3 million of investments; higher fee may apply for larger portfolios)

Want to learn more about our flat fee retirement planning services?
Use the calendar below to schedule a free 30 minute call.

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