Our Services
Maximize Your Retirement Plan
At In The Money Retirement Planning, we provide strategies to create or improve your Retirement Plan for a single (AUM) Assets Under Management fee.
Managed Investment Portfolio
Without the commission products.
Work With One CFP®
There’s no time to be repeating yourself
​Transparent Pricing
All-in Cost, AUM Fee:
•1.25% 200k-500k in assets under maanagement.
•1% 500k – 1M
•.9% 1M- 5M
•.75% 5M+
Holistic
Great for delegators who want to offload Investment Management, Estate Planning, Insurance Planning & Tax Planning*
Key Features:
Portfolio Management
Unlimited meetings with your CFP
Tax Minimization Strategies
Roth Conversion Analysis
Tax Prep Summary Letter
Last Will & Testament Creation
Beneficiary Reviews
Estate Planning Strategies
Real Estate & Non-Stock Analysis
Insurance Review of Property, Auto, Umbrella, Life & Disability
Self-Employed Retirement Accounts
Health Insurance Analysis
Equity Compensation Strategies​
Employee Benefits
Social Security Optimization
Medicare Guidance
Charitable Gifting Strategies