Two Ways to Plan for Retirement
Get the guidance you need for your retirement, whether you want ongoing financial planning and investment management or a one-time financial plan you can put into action yourself.
Retirement Planning & Investment Management
For people approaching or already in retirement who want a coordinated financial plan and professional management of their investments.
I’ll help connect your retirement income, investment strategy, and tax decisions, with ongoing guidance as your needs change.
What’s Included:
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Personalized retirement and income planning
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Ongoing investment management
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Withdrawal and Social Security strategies
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Tax planning, including Roth conversion analysis
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Semiannual reviews and additional conversations as needed
This service is designed primarily for households with $500,000 or more in investable assets. SPF has no account minimum.
Fee: A percentage of assets under management
One-Time Financial Planning
For people who want a personalized financial plan and professional guidance while continuing to manage their own investments.
We’ll review your financial picture and develop recommendations to help you make informed decisions about retirement and your next steps.
Planning May Cover:
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Retirement timing and spending
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Retirement income and Social Security
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Investment allocation and account withdrawals
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Tax planning and Roth conversion opportunities
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Insurance needs and estate planning considerations
One-time financial planning is available at $300 per hour regardless of asset level.
A standalone planning engagement with no ongoing relationship.
Not Sure Which Service Fits?
Let’s discuss your goals and help you decide which approach makes sense for you.