Pricing
For new clients, RPP offers the Comprehensive Retirement Plan service. For existing clients that have completed a Comprehensive Retirement Plan within the last 12 months, RPP offers various Annual Memberships for ongoing support and Hourly Consultations for targeted advice.
Comprehensive Retirement Planning Services
- 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 within the last 12 months
- 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 $266.67 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 $277.33 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 $309.14 per hour
Hourly Consultation Services
Only for Clients Who Have Completed a Comprehensive Plan within the last 12 months
- 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 and payment details can be found in our brochure (Form ADV Part 2A & 2B) located in the resource section of our website.
