Retirement Advice For A Flat Fee

Optimum Retirement Planning Premium Service

Optimum Retirement Planning is a flat fee financial advisor that offers retirement planning and investment management for a flat fee. This service is designed for individuals and families who are looking for an ongoing relationship with an advisor to help them achieve their financial independence goals. This service includes:
Investment Management
Retirement Planning
Tax Planning
Retirement Income Optimization
Social Security Analysis
Estate Planning
Health Insurance Planning

We charge a flat $6,000 or $10,000 fee, paid quarterly for this service.

What will be my price?

Typical situation for $6,000 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:

Based on the number of topics covered, and the complexity of your situation, the fee ranges from $2,500 to $7,500.

My guarantee - If you aren't satisfied after the first 90 days, you will receive a 100% refund.

Financial Guidance to Help
You Retire and Stay Retired.