Financial Strategy & Retirement Review

A comprehensive review designed to evaluate your current structure and identify opportunities for better alignment across retirement, benefits, and tax considerations.

Starting at $1,750

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Ongoing Planning & Stewardship

For clients seeking continuous guidance, coordination, and long-term planning support as their financial life evolves.

Starting at $2,500 annually

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Targeted Planning Engagements

For specific planning needs, including Medicare and benefits strategy, retirement transitions, or distribution planning.

Pricing varies based on scope

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Benefits Consulting & Medicare Guidance

Most of our transitioning clients began with the one-on-one session which is designed to help you make informed Medicare and benefits decisions, whether you are approaching age 65 or already enrolled.

This session may include:

• Medicare timing and enrollment considerations

• Review of employer or existing coverage

• Overview of potential cost drivers, including income-related impacts

• Coordination with your broader financial and retirement strategy

• Clear next steps based on your situation

$250 per session. 1-2 sessions generally suffice. However, for more complex planning it usually takes 3-5 sessions. Available on a limited basis

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Enrollment Support

If we move forward with plan implementation, there is no additional fee for enrollment support.

We are compensated directly by the insurance carriers for plan selection and application processing.

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Coverage Gap Planning

Even strong medical coverage can leave gaps.

We help clients evaluate additional coverage options (such as dental, vision, and supplemental protection, cancer, home care, recovery care, and more) to help reduce out-of-pocket exposure and support overall financial stability.

Recommendations are made within the context of your broader financial plan.

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How We Work

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Our role is not simply to provide answers, but to bring clarity and coordination to decisions that often carry long-term financial and healthcare implications.

Most engagements begin with a complimentary conversation to understand where you are today, what decisions are ahead, and how we can best support you moving forward.

We coordinate all benefits planning through our specialized healthcare benefits division, My Benefits Advisor Helps by PCO, ensuring Medicare, ancillary coverage, and group health plans are thoughtfully integrated into your broader retirement and financial strategy.

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Our Focus

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Many of the clients we serve have already built a strong financial foundation.

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• Our role is to help evolve that foundation into a more coordinated, comprehensive strategy, one that brings together financial planning, benefits decisions, retirement income, and long-term distribution planning.

• For those seeking that level of thoughtful integration, our approach tends to resonate most.

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When We May Not Be the Best Fit

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Our approach is designed for individuals who value a more comprehensive and coordinated view of their financial life, particularly as they approach or move through retirement.

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As a result, we may not be the best fit for those who:

• Are primarily seeking one-time product recommendations without broader planning

• Prefer transactional interactions rather than a more holistic, relationship-driven approach

• Are focused solely on isolated areas such as investments, without considering how decisions interact across their full financial picture

• Do not anticipate the need for coordination across financial planning, benefits, retirement income, and distribution strategy

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Our work is not designed for those seeking quick answers or isolated recommendations, but for those who value a more thoughtful, coordinated, holistic approach over time.