Financial planning experiences that help you retire confidently

Achieve lifelong financial clarity and design the retirement you want.

Get transparent pricing with any of our experiences.

ideal for growing families

Grow

Best for singles or couples who earn at least $225,000 per year, already have retirement accounts, and are looking for a thinking partner to optimize their finances.

$2,450 one-time
+ $495 per month

Includes all of the following:

4-month initial planning experience
Unlimited email and phone access
Low-cost investment fund recommendations
Tax-saving strategies
Insurance optimization (life/auto/home/umbrella)
Estate planning guidance
Long-term retirement plan trajectory
Ongoing year-round relationship available after 4 months

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.

$2,950 one-time
+ $750 per month

Includes everything from Grow, plus:

4-month initial planning experience
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 $1MM

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

Click here to learn about your Ten Talents planning experience

Schedule a Call

All of our experiences 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!