Retirement Planning Partner LLC (RPP) provides retirement planning services to individuals and couples, including high net worth clients. RPP offers hourly retirement planning services, comprehensive retirement plans, and annual membership options (Platinum, Gold, and Silver) for former comprehensive plan clients. RPP does not manage client assets.
Fee Structure
Retirement Planning Partner LLC offers Platinum, Gold, and Silver annual memberships to clients who have completed a Comprehensive Retirement Plan within the past 12 months. These memberships include ongoing access to retirement planning software and review meetings. Platinum includes four quarterly meetings ($1125/year), Gold includes two bi-annual meetings ($780/year), and Silver includes one annual meeting ($254/year). Additional hours are billed at the membership's hourly rate.
- Comprehensive Retirement Plan for a single individual — $1833, includes a written plan, access to retirement planning software for one year, and an annual review.
- Comprehensive Retirement Plan for a married couple — $2400, includes a written plan, access to retirement planning software for one year, and an annual review.
- Hourly Retirement Planning Services - $150/hour, may include goal identification, income projections, Social Security strategies, tax optimization, risk management review, and consultation with other advisors.