Retirement Consulting

$600 Fee for up to 3 hours (additional hours billed at a rate of $225 per hour)

Includes:

• 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}