Simplified Retirement provides financial planning services to individuals and families, focusing on retirement preparation. Simplified Retirement gathers client financial data to create a comprehensive financial profile. Clients identify their financial goals, and Simplified Retirement develops an appropriate investment strategy. The firm equips clients with the skills to independently manage their finances, primarily recommending no-load funds. Clients are responsible for implementing their plan, executing transactions, and monitoring their portfolio performance.
Fee Structure
Simplified Retirement offers ongoing consultation services for $250 every six months. This fee can be negotiated based on the complexity and scope of work.
Simplified Retirement offers financial planning services for a flat fee of $250, due upon delivery and presentation of the financial plan.