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Summer Planning Special  

Save up to $700 off of our standard fee of $1595.   


Develop a comprehensive written plan for  your retirement for a flat fee of only $895.

 

Offer valid until July 31st.  Click on the following link to schedule a meeting to start the planning process.  

Schedule Now

Retirement Planning Services Overview

Our flat-fee services are designed to maximize value and transparency.  Our plans are designed to ensure that you always know how much you are paying and what you will receive.   You will be billed for your planning fee upon completion of the plan.   No strings attached, no additional cost or commitment required.   

As a fee-based investment advisor and fiduciary, we do not offer any commissioned securities, receive soft money or any other compensation from fund managers, custodians or other entities.  

Even if you are satisfied with your current planner, this is a cost effective way to gauge your progress and see how well prepared you are to face the biggest financial risks you may face in retirement including:

  • Outliving your money
  • Needing Long Term Care
  • A substantial market crash or correction
  • Rising inflation
  • Higher taxes

Each plan includes the following services:

Portfolio Analysis Review - Review of overall allocation, relative risk, performance, industry, sector, style and geographic concentration.

Tax Efficient Asset Positioning Plan - Long-term road map detailing year by year implementation details to maximize tax efficiency throughout retirement.

Social Security Optimization – Two step analysis to maximize lifetime Social Security benefits and measure strategy impacts on other assets.

Lifetime Income Plan – Detailed yearly distributions by account designed to maximize lifetime retirement income and legacy.

Sequence of Withdraw Strategy – Yearly plan illustrating which accounts and account types to draw from and when.

Custom Global Allocation – Cost sensitive allocation developed specific to risk tolerance, time horizon and goals. 

Tax allocation Optimization – Positioning asset classes based on tax status to maximize short and long-term tax efficiency.

Your written plan will include full implementation instructions if you wish to do-it-yourself or in conjunction with your existing advisor.   We offer additional flat fee planning and asset management services for those who would like our help on an ongoing basis.  

Call (952) 836-2656 to schedule your appointment today or click on the following link:  

 Schedule Now

Investment Advisory Services offered through Lifetime Capital Planning Group LLC, a state registered investment adviser.  Insurance services offered through licensed agents.  Some restrictions apply.  Offer valid to Minnesota residents only.  Planning agreement must be signed by July 31st, 2018 to qualify for discounted services.