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.

Package One

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
(four months, with option
for ongoing relationship)

Includes all of the following:

  • Investment fund mix recommendations
  • Tax return review and tax strategy
  • Insurance recommendations (life/auto/home/umbrella)
  • Estate planning guidance
  • Long-term retirement planning
  • Unlimited email and phone access
  • Year-round service calendar (for ongoing relationships)
Package Two

Retire

Best for couples who want to retire (or already retired) in the next 5 years and who see value in receiving a professional opinion to help optimize retirement decisions.

$2,000 one-time
+ $395 per month
(four months, with option
for ongoing relationship)

Includes everything from Grow, plus:

  • Strategies for maximizing Social Security benefits
  • Optimizing health care costs before and after Medicare
  • Advanced investment strategies for wealth preservation
  • Guidance for charitable giving in retirement
  • Tax strategies, such as Roth IRA conversions
Package Three

Retire + 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 Packages Grow and Retire, plus:

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

Learn more about how we manage investments

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!