Optimum Retirement Planning provides ongoing financial planning and investment management services. They develop personalized investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Clients receive a detailed financial plan covering various areas like retirement, investments, taxes, and estate planning. ORP may recommend insurance products but does not receive commissions.
Fee Structure
Optimum Retirement Planning offers ongoing financial planning and investment management for an annual fee ranging from $3,500 to $35,000. The fee is determined by the complexity of your financial situation and the resources required to service your account. Clients with less complex financial profiles pay fees on the lower end of the range, while those with more complex situations pay fees on the higher end.
