Christine Maggio is a registered investment advisor at Retirement Planning Partner LLC, based in Woodinville, WA, with 1 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Retirement Planning Partner LLC offers Platinum, Gold, and Silver annual memberships to clients who have completed a Comprehensive Retirement Plan within the past 12 months. These memberships include ongoing access to retirement planning software and review meetings. Platinum includes four quarterly meetings ($1125/year), Gold includes two bi-annual meetings ($780/year), and Silver includes one annual meeting ($254/year). Additional hours are billed at the membership's hourly rate.
- Comprehensive Retirement Plan for a single individual — $1833, includes a written plan, access to retirement planning software for one year, and an annual review.
- Comprehensive Retirement Plan for a married couple — $2400, includes a written plan, access to retirement planning software for one year, and an annual review.
- Hourly Retirement Planning Services - $150/hour, may include goal identification, income projections, Social Security strategies, tax optimization, risk management review, and consultation with other advisors.
Location
Woodinville, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Retirement Planning Partner LLC
State Registrations3 states
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