Financial planning packages that help you retire with confidence

Achieve lifelong financial clarity and design the retirement you want.

Get transparent pricing with any of our packages.

ideal for growing families

Grow

Best for singles or couples who earn at least $100,000 per year, already have retirement accounts, and are looking for a thinking partner to optimize their finances.

$1,500 one-time
+ $295 per month

Includes all of the following:

  • 4-month initial planning engagement
  • Unlimited email and phone access
  • Investment fund mix recommendations
  • Tax savings strategies
  • Insurance recommendations (life/auto/home/umbrella)
  • Estate planning guidance
  • Long-term retirement planning
  • Ongoing year-round relationship available after 4 months
Most popular

Retire

Best for couples with retirement on their mind (or already retired) who see value in receiving professional advice to help optimize irreversible retirement decisions.

$2,000 one-time
+ $395 per month

Includes everything from Grow, plus:

  • 4-month initial planning engagement
  • Advanced investment strategies for wealth preservation
  • Customized strategies for maximizing your Social Security benefits
  • Tax strategies, such as Roth IRA conversions
  • Retirement cash flow analysis
  • RMD planning and strategies
  • Optimizing health care plans before and after Medicare
  • Guidance for charitable giving in retirement
  • Ongoing year-round relationship available after 4 months
best overall value

+Invest

Best for engaged delegators seeking financial planning advice PLUS delegating investment management of their hard-earned retirement accounts to Ten Talents.

Enjoy custom flat pricing
(not %-based) for managed portfolios over $1M

Includes all the financial planning services from Grow and/or Retire, plus:

  • Professional management of investment accounts
  • Attentive investment monitoring and proactive recommendations
  • Disciplined portfolio rebalancing
  • Quarterly performance reporting
  • Coordination of withdrawals and tax withholding
  • Pricing deducted directly from investment accounts
  • Low-cost investment fund selection
  • Save tens of thousands of dollars compared to asset-based fee adviors

All of our packages include these valuable benefits:

Transparent pricing that protects you from hidden investment fees

A thinking partner for retirement planning

A clear, forward-looking vision for your financial life

Financial optimization that you couldn’t accomplish alone

An advocate to safely guide you and help you avoid common, but costly, financial missteps

Candid, trustworthy financial advice that isn’t clouded by the motivation to sell you financial products

Technical expertise combined with emotional sensitivity to financial decisions

Confidence that your retirement plan will result in the lifestyle you envision for yourself

Ready to discuss financial planning and investment management?

Book a discovery call today!