Financial Planning Retirement Planning
Your Future Starts Today Planning for Financial Independence
When it comes to planning for retirement, it pays to get organized. Starting your retirement portfolio sooner rather than later gives you the time to make small changes that can have a big impact down the road. We help you make sure you're saving the right amount in the right locations to accomplish your goals. We help you turn your savings plan into a spending plan.
Seeing the Bigger Picture A Retirement Planner You Can Trust
It is easy to find solutions that work for "most people" or rules of thumb. We go beyond that, to develop the recommendations that matter most to you.
Too often, we are bombarded by people selling the next great investment vehicle. We believe that the vehicle is important, but it's just as important to park it in the right place, taking cost, taxes, and your goals into consideration.
Our Process Getting Started with Retirement Planning
Working with Us Transparent, Upfront Pricing
Unlike most financial advisors, we believe in complete and total transparency when it comes to pricing. We also believe that you should only have to pay for the services you need. That's why we work hourly—no hidden fees or unexpected costs here. Plus, we're able to offer special pricing for families and non-profits.
How Much Does it Cost? Financial Planning Fees
LRIA typically charges a fixed fee and/or hourly fee for financial planning services. These fees are negotiable, but generally range from $250 to $2,000 on a fixed fee basis or from $50 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services. If the client engages LRIA for additional investment advisory services, LRIA may offset all or a portion of its fees for those services based upon the amount paid for the financial planning and/or consulting services.
|Administrative||$50 / Hour|
|Para Planner||$250 / Hour|
|Junior Advisor||$250 / Hour|
|Senior Advisor||$300 / Hour|