CIP Capital Management offers retirement plan consulting services to 401(k) and 403(b) plans, and to individuals who self-direct their own retirement plans. CIP also offers limited financial planning services, including profile and household analysis, risk profile analysis, social security optimization strategy, guaranteed income amount and gap analysis, risk profile assessment of client’s current investments, retirement investment allocation strategy recommendation, retirement spending strategy recommendation, Medicare resources and recommendations, and other retirement insurance needs and recommendations.
Fee Structure
Financial planning fees may range from $100 to $250 per hour or a flat rate of $1,000 to $5,000 depending on the level and complexity of the work provided.