Retirement Advice For A Flat Fee
Optimum Retirement Planning Premium Service
We charge a flat $7,500 or $10,000 fee, paid quarterly for this service.
What will be my price?
Typical situation for $7,500 Flat Fee:
Typical situation for $10,000 Flat Fee
Please note that fees are negotiable, and all fees will be specific to the complexity of your financial situation. Other factors not stated here can influence your quoted fee.
One-Time Optimum Retirement Plan
This service is ideal for individuals and families who are looking for one-time advice on their financial situation. Individuals who use this service are comfortable implementing recommendations on their own, and managing their own investments.
One-Time Optimum Retirement Plans can include:
My guarantee - If you aren't satisfied after the first 90 days, you will receive a 100% refund.