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.) If you need a referral to a professional advisor, we are happy to provide.
At Buxton Financial For Retirement, we offer a complimentary initial consultation to give you the opportunity to meet us.
Pricing:
Pricing is based on the complexity of your financial situation.
$4,995 Standard Package
Pricing for most Financial Plans for an individual unless other complexities are involved.
$6,595 Complex Package
Pricing for individuals and couples doing Retirement Income Plans and other situations with some complexity.
$7,995 Premier Package
Pricing for situations that require more planning and strategy. Clients with private corporations would be in this pricing package.
Fee-Only Financial Planning For Retirement includes:
Retirement Income Planning
Financial Management
Tax Planning
Asset Management *
Risk Management
Estate Planning
Business Succession
*Strictly recommendations regarding general asset allocation. Buxton Financial For Retirement does not consider the selection of, nor recommend any, individual investments or securities.
