Financial Strategies Retirement Partners offers customized financial planning services. They provide consulting for qualified retirement plans, assisting plan sponsors with fiduciary duties, investment selection, and participant education. For individuals, they offer advice on asset allocation, portfolio review, retirement income planning, and tax efficiency. They do not offer asset management services.
Fee Structure
Financial Strategies Retirement Partners offers financial planning services on an hourly and fixed fee basis. The minimum hourly fee is $250. Fixed fees range from $1,000 to $20,000, depending on the complexity of your situation, time spent, research required, and staff resources. Typically, one-fourth to one-half of the fixed fee is due upfront, with the balance due upon completion of the project.