Fee-Only Financial Planning

Fee-Only Financial Planning means that your Retirement Income Specialist works directly for you, the client. Retirement Income planning covers the unique needs over several decades of your life. Your Retirement Income Specialist, who is also a CFP® Professional, works to put together a comprehensive plan that meets your specific needs. You will have action steps to share with your other professional advisors (ie. lawyer, accountant, investment advisor, insurance advisor, real estate agent, mortgage agent/broker, banker etc.)