Our Services
Simplified Retirement offers financial planning and consultation services for a flat fee. We do not charge additional fees for these services, and pride ourselves on pricing that is transparent and affordable to individuals at any stage of their financial journey. Simplified Retirement strives to equip clients with the skills and confidence to independently manage their own finances without long-term reliance on our services.
$250
Financial Planning
We gather relevant financial data to create your comprehensive financial profile and develop a financial plan to achieve your personal financial goals. A $250 fee is due upon delivery and presentation of the Client’s financial plan.
Consultation Services
We offer periodic reviews to help you implement and adjust your plan. Ongoing consultation is the ideal way to confidently feel you are on the right path toward achieving your financial objectives. Clients are billed $250 at the end of each six-month period.
$250