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Financial Planning and Wealth Management Advisors
Fee-Based Financial Planning
We offer three levels of service designed specifically to fit your life, at any stage. The annual fees will range based on a number of factors specific to your relationship with Retirement Income Specialists.
Silver Level Planning
Best suited for new clients seeking basic financial analysis, insurance analysis, investment analysis, and retirement projections.
Gold Level Planning
Everything from silver plan, including goals-based planning (advanced tax and estate planning) as well as charitable giving strategies and special needs planning.
Platinum Level Planning
Everything from Gold plan, including business planning topics, stock options, employee benefits, and real estate investments.
What's Included?
- Support from our team year-round
- A comprehensive financial plan, updated annually
- Cash flow analysis
- Asset allocation analysis
- Income and expense analysis
- Health insurance review
- Found money strategies
- Basic goal-based planning
- Quarterly Newsletters
- Online account access to our planning software, Investor360
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