Your trusted partner in retirement planning
Creating a financial strategy to support your best years ahead
Financial planning that puts you and your goals first
Retirement planning as individual as you are.
By understanding your why, our process creates a plan designed just for you. Thoughtful financial advice for real life.
We want you to walk away feeling great.
Our process starts at your roots and is guided by your why so we can craft a plan that’s truly yours. Empathetic financial advice for real life; it’s what you and your family deserve.
Your trusted partner in retirement planning
Make the most of your retirement.
Get to know your team
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Here's what people are asking.
Answer
Our best-fit clients are those who have found some success and built a portfolio of at least $250,000. They’ve done an excellent job of saving but don’t want to be burdened with the responsibility of doing everything needed to get the most out of their money.
If we can’t work with you, we’ll do our best to answer any questions you have and point you to someone who can. If you’re looking for a financial advisor for retirement, don’t hesitate to reach out today To see what’s possible.
Answer
We’re an independent registered investment advisor. This means we’re not beholden to specific products or strategies and can recommend what’s truly the best fit for your situation. It also means we’re a fiduciary financial advisor and are legally obligated to put your best interests first (it’s just what we’d do anyways).
We’ll meet multiple times to kick off and hold at least two review meetings each year. You’ll get weekly educational emails, videos, and additional content in between. Meet our team here.
Answer
We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:
—1.15% on the first $1,000,000 we manage
—0.95% between $1,000,000 and $5,000,000
—0.75% between $5,000,000 and $10,000,000
—0.55% on amounts above $10,000,000
If insurance (for example, life insurance) is part of your plan, we’re paid directly from the insurance company. There’s no additional charge for the tax and estate planning advice we provide.
Answer
Our mission is financial planning that puts you and your goals first. That means we want to take as much of the planning off your plate as possible. We help clients with:
—Retirement income planning
—Investment management
—Tax planning
—Estate planning
—Insurance review
And everything else needed to ensure you feel calm (and excited) about your financial future.
Answer
Yes.
Your CPA is excellent for accounting for what happened last year. Often, they don’t work on limiting your tax liability in the future.
At Retirement, we help you look at the big picture and offer strategies to optimize your spending and saving, for tax efficiencies. You (or your CPA) will still be responsible for filing your return.
We can't wait to meet you.
Here's what to expect.
Introduction
You’ll schedule an Explore Call with our team to see what working with The Retirement Co. looks like.
Score System
Our 4-step process formulates a score to help you understand your ability to retire.
Ongoing Service
We continually evaluate your needs to ensure we’re optimizing what you’ve worked hard for.
