Basic Plan
$250
- Detailed Customized Report including 2 alternatives
- Personalized election recommendation
- Comparison of scenario
Enhanced Plan
$450
- Detailed Customized Report including 3 alternatives
- Personal election recommendation
- Personal meeting to compare and create scenarios with one of our experts and CERTIFIED FINANCIAL PLANNERS®
Complete Plan
$750
- Detailed Customized Report including 4 alternatives
- Personal election recommendation
- Advanced Modeling: Compare and understand scenarios during a personal session with one of our experts and CERTIFIED FINANCIAL PLANNERS®
- Incorporation of pension and retirement income into the analysis as well as a review of current assets, risk tolerance, inflation, and cash flow analysis.
- Assistance during the entire enrollment process