Your Full Retirement Plan—for One Transparent Price

Forget confusing pricing models and percentage-based fees.
We charge one flat annual rate: $8,888—no matter your asset size.
No hidden costs. No commissions. No surprise bills.

And if we’re not the right fit for your needs?
We’ll tell you upfront and refer you to someone who is. That’s how committed we are to helping you get the right help, not just our help.

What You Get With Retirement ‘R’ Us

✅ Custom Retirement Income Planning
Know how much you can spend—and where it’s coming from—year by year, so your money lasts as long as you do.

✅ Tax Strategy That Works For the Long Haul
From Roth conversions to smart withdrawal sequencing, we create tax strategies designed to reduce what you pay over your entire retirement—not just this year.

✅ Social Security & Pension Optimization
We’ll help you decide when and how to take benefits for the best long-term impact.

✅ Investment Guidance Without a Sales Pitch
You get objective, conflict-free advice on portfolio design and risk management. You can manage the investments yourself or bring your existing advisor into the planning process.

✅ Estate & Long-Term Care Planning Support
From protecting your spouse to preparing for rising healthcare costs, we’ll help you cover the things you may not have considered yet.

Straight Talk. Solid Plans. No Pressure.

Our clients say the greatest value we bring is peace of mind—because they understand exactly how their retirement plan works, why we recommend what we do, and what the costs are.

We believe in complete transparency and client-first service.
You’ll never be in the dark about what you’re paying or what you’re getting.