Pricing
RPP offers flat-fee Comprehensive Retirement Plans for individuals and couples and various Annual Membership levels for ongoing support. Clients can also access Hourly Consultation Services for targeted advice on specific retirement topics.
Comprehensive Retirement Planning Services
50% deposit due upon signing or delivery of first financial documents or other pertinent information by the client. Plan delivery typically 2-6 weeks after signing, varying based on information gathering and client availability. These fees are negotiable, and may be increased due to the complexity of a plan. Any consultations involving outside professionals (attorney, accountant, etc.) are always an additional charge to be billed at the hourly rate.
- Single Individual
- 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
- One-year retirement planning software access
- Ongoing Advisory Support - Regular updates and guidance through life transitions
- One Comprehensive Retirement Plan
- Married Couple
- 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
- One-year retirement planning software access
- Ongoing Advisory Support - Regular updates and guidance through life transitions
- One Comprehensive Retirement Plan
Annual Memberships
Only for Clients Who Have Completed a Comprehensive Plan
- Platinum Annual Membership
- Ongoing access to retirement planning software while membership is active
- Four 1-hour quarterly review meetings
- Two 1-hour ad-hoc meetings at client request
- Additional hours at Platinum rate of $125 per hour
- Gold Annual Membership
- Ongoing access to retirement planning software while membership is active
- Two 1-hour bi-annual review meetings
- One 1-hour ad-hoc meeting at client request
- Additional hours at Gold rate of $130 per hour
- Silver Annual Membership
- Ongoing access to retirement planning software while membership is active
- One 1-hour annual meeting
- Additional hours at Silver rate of $145 per hour
Hourly Consultation Services
- Standard Hourly Rate
- Single-topic consultations for specific retirement questions
- One-time portfolio reviews or second opinions
- Targeted analysis of specific retirement concerns
- Annual retirement plan checkups
Fees include phone calls and meetings (both online and in-person).
Full pricing details can be found in our brochure (Form ADV Part 2A & 2B) located in the resource section of our website
