On Track to Retire LLC offers financial planning services to individuals and high-net-worth individuals. These services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. On Track to Retire LLC primarily recommends equity index funds but may use other securities to diversify portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
On Track to Retire LLC offers financial plans for a fixed fee between $650 and $1,200, depending on the complexity and time required. The hourly rate is $120 per hour. Financial plans may include investment, life insurance, tax, retirement, college, and debt/credit planning.
One-Time Plan:$650 - $1,200
Hourly Rate:Up to $120/hr
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