For Individuals
$185 hourly​
Service | Fee | What does this service include? |
| Investment Portfolio and Risk Analysis | $300 flat fee | Thorough analysis of your current investments; detailed report so you can make sure you're allocated most appropriately given your unique situation. |
| Retirement Income Projection Analysis | $500 flat fee | Thorough analysis of your assets; designed to answer if you're saving enough, and what you need to do to work toward your future retirement goals. |
| Retirement Income Analysis | $1500 flat fee | If you're already retired or almost there, we'll run this analysis on your current position in order to uncover strategies seeking to preserve your assets and lifestyle for life. |
| Debt Management Analysis | $300 flat fee | We'll analyze all your debt and help put a plan in place to effectively put this debt behind you. |
| Beneficiary Review | $500 flat fee | Analysis of whether or not your current beneficiary designations are in sync with your goals; helps determine if you have your estate in order and provide strategies. |
| Medicare Part D Analysis | $150 fee for first 4 medications, $10 per additional medication | Determination of the best value Part D plan for you based on your maintenance medications, pharmacy preference, and current plan formularies. Recommended annually. |
| Medicare Transition Advising | $200 hourly | Navigation through the timeline of enrolling in Medicare, education on options including appropriate products, assistance enrolling in MedSupp or Medicare Advantage and Part D plans. |