Retirement Plan Consulting


$500 Fee for up to 3 hours
(additional hours billed at a rate of $150 per hour)



  • Retirement outlook and funding based on plan assets & contribution rate
  • Review of investment options available within plan
  • Investment allocation guidance within retirement plan
  • Education regarding historical risk versus potential return characteristics of allocation decisions
  • Education regarding plan type and options available within the plan

*Analysis and education will be dependent upon information provided by the client regarding the details of the plan