Save up to $800 off of our standard fee of $1595.
Develop a comprehensive written plan for your retirement for a flat fee of only $795.
Please click on the following link to schedule a preliminary phone call with Geoff:
If you have questions, please contact Anne Allar at 817-903-2497 or send an e-mail to firstname.lastname@example.org
We don't collect any fees upfront and will invoice you for the planning fee after delivering the plan to you. If for any reason you are not satisfied with your plan, we will not bill you for any fees. Offer valid until July 31st, 2023.
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.
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 Texas and Minnesota residents only. Planning agreement must be signed by July 31st, 2023 to qualify for discounted services.