Other Services
Retirement Readiness
Congratulations on nearing retirement! This can be an exciting yet overwhelming chapter in your life, and we understand that it can be a confusing transition. That’s why we’ve created this plan to provide you with assistance and clarity.
We’ll run distribution projections so you can see how much you can receive monthly from your retirement savings and Social Security. We’ll also create an investment plan for your assets in retirement and help you compare healthcare options, including Medicare, along with their associated costs. Additionally, we’ll assist with long-term care planning.
We’ll guide you through the different phases of retirement: the "go-go" years, where you’re active and enjoying hobbies and travel; the "slow-go" years, where you’re less active but still get out occasionally; and the "no-go" years, where you may require long-term care. Our goal is to ensure you’re prepared for every stage, so you can enjoy your retirement with peace of mind.
Services included in plan:
- Health insurance planning
- Review different Medicare and marketplace plans
- Overall retirement analysis
- Distribution, investment, and estate planning
- Review estate planning documents
- Long-term care strategizing
*Each service includes white glove concierge level service
Pricing: $1,500 Flat Fee
Executing Estate Plan
We will assist the executor of the estate and provide support to the successor trustee or personal representative as needed, working alongside your attorney or CPA if you have one, or offering referrals if necessary.
Services included in plan:
- Admin support - We will help gather and organize important documents such as the will, financial statements, insurance policies, and property documents
- We will work with the appropriate persons to gather information on all assets of the deceased
- Coordination of any and all life insurance claims
- Assistance with retitling investment accounts as per the document and/or beneficiary
- Financial Management
- Tax prep - Assist in gathering appropriate documents for outstanding tax returns, and educating the trustee/ personal rep on the various types of returns necessary to allow them to continue to do business for the estate (will coordinate with the CPA)
- Open Beneficiary accounts for heirs for all accounts driven by beneficiary designations
- Assist with consolidating deceased's investment accounts where necessary, and make certain all assets needing a "Step-up in basis" are appropriately completed
- Education on investment strategies for heirs
- Property Management - Inventorying Assets - We will work with the CPA and attorney and trustee/personal representative to complete an inventory of all estate asset, and assist in educating them on the value
- Distribution of Assets - We will work with the attorney and trustee/personal representative once the estate is complete to distribute assets as directed by said parties
Pricing: Dependent upon services needed. Can be determined after an initial consultation. Fee starts at $5,000
*The fees above are solely for the services outlined above and do not include any commissions that might be generated or other fees that may be incurred upon implementation by Client of any securities, investment product or insurance recommendations.