Retirement Planning

Looking for independent personalized, professional financial advice with absolutely no sales pressure to help you plan your retirement?

Well - look no further than our network of independent FEE-ONLY Financial Advisers.

retirement planning

A FEE-ONLY financial adviser will work with you to develop a custom retirement plan that meets your unique needs and goals. As a FEE-ONLY financial adviser, they are not incentivized to sell any specific products – instead, they are focused on providing honest recommendations that are in your best interest.

A customized retirement plan will help you optimize your investment strategy and guide you every step of the way. Your FEE-ONLY adviser will help you answer questions like:

  • Can I retire and maintain my current lifestyle?
  • Should I collect social security early or defer payments? 
  • Have I saved enough for my retirement? If not, how much more do I need to save?
  • Should I transfer my money to a ROTH IRA?
  • How long will my retirement savings last?
  • How exactly does Medicare work?
  • What taxes will my estate pay?

Your FEE-ONLY financial adviser will also provide you with a specific asset mix and specific Buy-Sell-Hold recommendations designed to help you achieve your financial goals, earn superior returns, and save on taxes.

The cost of this service generally ranges from $1,000 to $5,000.  Importantly, many FEE-ONLY financial advisers will give you a full-credit for this fee if you decide to continue with optional ongoing money management

If you have never worked with a FEE-ONLY financial adviser before or looking for a second opinion, we can help you.  Simply Click Here to Schedule a FREE Consultation. Alternatively, visit 1800ADVISER.COM to browse biographies of individual advisers and choose one or more to connect with.