The Define Retirement® PLAN

Yes! While many of our clients are in Southern California, we work with retirement savers all over the United States.

Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.

Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.

The Define Retirement® PLAN service is a one-time process that results in a fully custom Retirement & Tax Plan. The one-time fee for this service is $7,900.

With the plan complete, you will have the option to engage us for full-service, ongoing services. (i.e., Hire us to do the heavy lifting for you!)

Our full-service model includes ongoing oversight of investments, plan updates, tax planning, and coordinates the components involved in delivering reliable retirement paychecks. The annual fee ranges from $8,000/year to $50,000/year, depending on complexity.

All new clients begin by going through The Define Retirement® PLAN process. This service is a one-time process that results in a fully custom Retirement & Tax Plan ($7,900 one-time fee).

Through the Define Retirement® PLAN process, if we mutually determine we're the right long-term partner, you will have the option to move into our full-service wealth management model where Define Financial provides ongoing oversight of investments, plan updates, tax planning, and coordinates the components involved in delivering reliable retirement paychecks.

We are not currently equipped to offer hourly planning services. If you need help locating an hourly financial planner, send us a note and we will do our best to get you in the right hands.

There are three really important things about our firm that separate us from others:

1. All we do is retirement planning. We are retirement specialists with the simple goal of making sure you retire with confidence and don't overpay the IRS.

2. We limit the number of new clients we take on to deliver massive value and personalized service.

3. We begin every new relationship with a one-time retirement plan, allowing you to work closely with us before hiring us for ongoing services.

In short, no. 😊

New clients begin by going through The Define Retirement® PLAN process -- a one-time Comprehensive Retirement & Tax Plan ($7,900 one-time fee). While we provide in-depth investment recommendations through this process, managing your investments is not included in this service.

With the Define Retirement® PLAN complete, you will have the option to engage us for full-service, ongoing services (i.e., hire us to do the heavy lifting for you!). This service model does include investment management services. It also includes ongoing retirement plan updates, tax planning, and coordinates the components involved in delivering reliable retirement paychecks. The annual fee for this service ranges from $8,000/year to $50,000/year, depending on complexity.