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Hourly or Flat-Rate Planning Advice

Your Partner in Retirement Planning

Supporting you in building confidence and peace of mind about your retirement planning, whether you're just starting to save or preparing for the transition ahead. Let's work together to help you take control of your future and work toward the retirement you envision.

We're a fee-only financial advisory, and while our office is in Kirkland, WA, we work with clients all over the country, including right here in the Seattle area.

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Your Advisor

Get to Know Your Retirement Partner

As a former stockbroker, small business owner, and teacher, I've built my career around finance, investing, and helping others succeed.

My journey led me to specialize in retirement planning, earning the Retirement Income Certified Professional (RICP) designation to provide expert guidance in this complex field. After decades of managing investments and recognizing the growing need for dedicated retirement advisors, I established this practice to share my knowledge and passion with clients.

More About Chris

"My clients trust me for transparent, hassle-free solutions tailored to their needs."

Chris Maggio

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Detailed Services

Services Provided

At Retirement Planning Partner, I offer multiple services to align with your retirement planning needs.

  • retirement

    Retirement Income Planning

    Tailored strategies for Social Security, pensions, Required Minimum Distributions (RMD), and tax-efficient withdrawals, preparing for sustainable spending and income.

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  • healthcare

    Healthcare & Asset Protection

    Guidance on Medicare, long-term care, healthcare costs, and insurance needs to safeguard your health and assets.

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  • taxes

    Tax Planning Coordination

    Collaborative tax strategies to optimize brackets, manage capital gains, and plan distributions, optimizing tax strategies before and during retirement.

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  • estate

    Estate & Legacy Planning

    Assess wills, trusts, and inheritance plans, and coordinate effective wealth transfer and charitable giving strategies with attorneys and other professionals.

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  • growth

    Investment Review & Risk Management

    Evaluate portfolio allocation, fees, risk tolerance, and diversification to align your investments with retirement goals.

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  • transitions

    Life Transitions

    Support for pre-retirement planning, widowed or divorced individuals, and navigating housing transitions.

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Our Clients

Who We Help

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  • 01

    Early Career Planners (Ages 20 - 45)

    Forward-thinking individuals seeking strategic guidance to build a strong financial foundation and maximize retirement potential during your early and peak earning years.

  • 03

    Retirement Plan Optimizers (Ages 50+)

    Retirees looking to refine and adjust your existing retirement plan to improve efficiency, sustainability, and alignment with evolving lifestyle goals.

  • 02

    Pre-Retirement Roadmap Builders (Ages 45 - 70)

    Individuals approaching retirement who want to fine-tune their financial strategy and long term goals, promoting a smooth and confident transition from work to retirement.

  • 04

    Life Transition Navigators (All Ages)

    Individuals experiencing significant life changes such as job loss, divorce, widowhood, career shifts, or unexpected health challenges who need compassionate, comprehensive financial guidance to rebuild and stabilize your retirement strategy.

Strategies

What We Do

  • Financial Planning

    • Goal Identification
    • Net Worth Statement
    • Income Projections
    • Cash Flow Analysis
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  • Tax Planning

    • Tax Return Analysis
    • Tax Optimization
    • Roth Conversion Strategies
    • Distribution Strategies
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  • Retirement Income Strategies

    • Social Security Claiming Decisions
    • Medicare Options
    • Pension Strategies
    • IRA Distribution Strategies
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  • Protection Planning

    • Risk Management Analysis
    • Long-Term Care Planning
    • Beneficiary Review
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  • Legacy Planning

    • Estate Plan Analysis
    • Charitable Giving Goals
    • Investment Strategy
    Get Started

  • Get Started Today

    Let us help plan your future and gain financial independence.

    Contact Us
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Question & Answer

Frequently Asked Questions

  • I offer both comprehensive retirement planning services and focused hourly consultations to meet your specific needs:

      Comprehensive Retirement Planning Services:
    • Retirement Strategy Development - Including income planning, Social Security optimization, and tax-efficient withdrawal strategies
    • Financial Review & Validation - Analyzing your existing strategies and providing second opinions
    • Asset and Wellbeing Protection - Addressing healthcare costs and long-term care planning
    • Ongoing Advisory Support - Regular updates and guidance through life transitions
      Hourly Consultation Services:
    • Single-topic consultations for specific retirement questions
    • One-time portfolio reviews or second opinions
    • Targeted analysis of specific retirement concerns
    • Annual retirement plan checkups

  • A fee-only advisor offers impartial guidance, prioritizing your needs without the influence of product sales or commissions. This approach guarantees that your financial interests are always at the forefront of their advice.

  • I take a holistic approach, considering not only your financial resources but also your lifestyle goals, legacy aspirations, and overall well-being.

  • Our initial meeting focuses on understanding your retirement goals, current financial situation, and specific concerns. I'll discuss how my services align with your needs and outline potential strategies for moving forward.

    • I offer transparent hourly or project-based billing:
    • No commissions or product sales
    • No asset-based fees
    • You only pay for the specific guidance you want
    • Clear pricing discussed upfront

    • I offer a complimentary 30-minute initial consultation to:
    • Answer your questions about my services
    • Learn about your retirement planning needs
    • Determine if we're a good fit for working together

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Contact Us

Get in Touch

Book a FREE 30 minute introductory call to go over your needs and unique situations and create a plan just for you. Serving all clients across the United States, except Louisiana.

Getting Started

Let's Talk

Want to see if we're a good fit? Let's chat! Schedule a free consultation to talk about your retirement goals and how I can help.


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