— Services & Pricing —
One-Time Retirement Tax Planning
The Financial Planning Co. specializes in working with individuals and couples within 5 years of retirement into the early years of retirement, helping them create plans to lower taxes and thereby having more money to spend in retirement. Some retirees reduce their lifetime estimated taxes by tens and sometimes hundreds of thousands of dollars through the thoughtful execution of a well-crafted plan.
One-Time Retirement Tax Planning Pricing
Single-Year Analysis: $2,400
Multi-Year Analysis: $3,600
Ongoing Financial Planning
The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence.
We believe that plans rarely work but planning does. It’s for that reason that we’ll focus primarily on next best steps.
Ongoing financial planning is included when investments are managed by The Financial Planning Co.
Your future self will thank you for this.
Ongoing Investment Management
The Financial Planning Co. is a fee-only investment adviser who has taken a voluntary Fiduciary Oath. This means that there won’t be any conflicted product sales like you’ll find with many other “Financial Advisers.” Put another way, we’re looking out for your best interests. If we choose an approach, it is because of a conviction based off of research and analysis.
The Financial Planning Co. aims to help clients meet their goals through their investments. We do this by establishing a strategy, being disciplined, keeping costs low, and managing for tax efficiency. There are roughly 70,000 pages of law, rulings, and federal opinions on taxes. When you invest with The Financial Planning Co. you’ll get a portfolio that is constructed with an eye towards (legally) avoiding as much as possible the future tax ramifications that would otherwise be due. Tactics such as Asset Location, Tax-Loss Harvesting, Tax-Gain Harvesting, and more will be implemented on your behalf.
A minimum balance requirement of $350,000 is present.