Retirement Check-Up

401(k)/ 403(b) Participant Advice

Specifically designed for 401(k)/403(b) participants who are looking for advice. Provides clients with on-track status for retirement, recommendations for which investments to use, guidance on selecting amount to save and whether to use Roth or Traditional option.


  • Advice, not education
  • Pre-tax vs. Roth vs. after-tax evaluation
  • Investment recommendations, not suggestions
  • Synopsis and projections of retirement savings
  • Goal planning
  • Emergency fund analysis
  • Annual review
  • Semiannual check-in

Advisor Fees

  • Client (One Retirement Plan)

$650 initial + $65 per month

  • Client + Spouse (2 Separate Retirement Plans)

$900 initial + $90 per month

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.  |  814-360-3295