• 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.