Klaas 360 Retirement Planning (Fee for Service)

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FEE-FOR-SERVICE PLANNING:

• We act as your retirement planning coach.

• Just like a coach, we help you plan for retirement and then you implement those plans.

• For all retirement planning solutions we will continue acting as your coach by connecting you with a team of experts who focus on relationships to provide retirement clarity.

• We charge a per hour fee, or a flat fee, for services related to retirement planning.

• Payment for ongoing services are charged at an hourly rate and are due at the time of service.

• Fees are charged directly to you and are payable by check or credit card.

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Also see these resources: Lifestyle-related; Money-related; Retirement-related; Estate-related; Retirement-related