The Retirement Solution
Flat fee. Bold life.
Retirement planning firm with a unique flat-fee pricing model.
About
What sets The Retirement Solution apart is their unique fee model - they charge one flat fee of $700/month regardless of portfolio size, while traditional fee-based advisors charge 1% of assets that grows year over year. They help clients determine how much they can spend every month through age 100.
Flat $700/month fee - same whether portfolio is $500K or $5M
Traditional advisors charge 1% of assets growing YoY
Save $51,451 over 20 years compared to fee-based advisors
We don't profit from your sacrifice
Services
Retirement Planning
Comprehensive retirement planning including calculating how much clients can spend monthly through age 100.
Flat fee pricing
Portfolio analysis
Retirement spending plan
Wealth Management
Wealth management and asset protection services.
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Opening Hours
Location
Location of The Retirement Solution, 9800 Mount Pyramid Ct Suite 400, Englewood, CO 80112 · View on Google Maps
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