The long view
Plan for retirement, and beyond.
Retirement analysis, estate coordination, and legacy strategy — the planning that protects what you’ve built.
YOUR OFFER
Choose what you need
Retirement Planning Analysis
$1,200
A focused retirement readiness analysis with Monte Carlo income projections, withdrawal sequenci
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Most popular
Estate Planning Coordination
$1,500
We review your beneficiary designations, titling, and estate goals, then coordinate with your at
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College Funding Plan
$850
A dedicated education-funding strategy covering 529 plans, projected tuition costs, savings targ
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Comprehensive Wealth Strategy
$12,000
A premium planning engagement for complex households, integrating multi-account investments, adv
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Your goals
A few details so we tailor the plan to your family.
We coordinate with your attorney and CPA so every piece of the plan works together.