Services
Retirement Planning
- Item Number
- 193
- Estimated Value
- 1500 USD
- Opening Bid
- 500 USD
Item Description
James C. Kilian is a CLU, ChFC, and Certified Financial Planner (CFP) with over 25 years of experience helping individuals, families and business owners plan and prepare for financial independence and enhance financial security.
Utilizing a time tested process involving 3-4 planning sessions, a written, fee based financial plan will be developed that takes into account all aspects of your unique situation, personal preferences and objectives, including retirement planning needs. In addition, a detailed portfolio analysis of your investments will be provided. Given the challenges facing accumulating adequate reserves and positioning your retirement assets to produce a lifetime of inflation protected income, getting help from a retirement planning and retirement income specialist can be key to successfully navigating today's challenging tax and investment environment.
Separate from the financial plan recommendations and our role as financial advisors, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations will be based on your current portfolio, unique situation, risk tolerance, and future needs;and will be designed to help you accomplish your goals more effectively. Recommendations will be separate from the financial plan and you are under no obligation to purchase. Alternatively, you may choose to implement some or all of these strategies yourself or with your existing advisor.
Custom retirement and portfolio planning fees range from $1,200-$2,000, depending on the current composition/complexity of assets.
Item Special Note
Looking forward to helping create financial security for the long haul.
James C. Kilian, CLU, ChFC, CFP
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