Retirement Planning

Man Walking in Fields

Is it possible to make financial planning understandable, interesting and purposeful? FinancialMD, Jon and staff have patiently helped us identify and attain our post retirement goals. With Jon’s guidance and expertise we feel prepared for the present and the future.

— Art, Retired

Painting Wall

Jon is great, he’s helped me set up my retirement account in different settings and is full service, reliable, and available. I started saving at a much later age than most and he’s been invaluable with helping me through some rough water.

— Greg, Physician

Walking With You From "Pre-Retiree" Through Your Legacy!

\Whether you want a second opinion, or this is your first time talking to a financial planner, you're in the right place! Peace of mind for your financial future is one call away!

Investment Management

Our Invesetment Process involves you! How you manage and invest your hard-earned savings is critical, and our team of money managers creates a strategy personalized to you. We help you find your risk tolerance, your goals, and your values, and ensure your customized investment account lines up! Your financial planner at FinancialMD is independent, meaning they're not tied to a specific company and required to hit certain quotas. And with a CERTIFIED FINANCIAL PLANNER™, we are fiduciaries - legally bound to give advice in your best interest!

Tax Planning

Taxes are often the largest exepnse in a person's life, and that doesn't end after you stop working! Your financial planner at FinancialMD knows the ins and outs of retirement tax traps, and how to avoid them. Minimize what goes to the government, and miximize what goes ot you and your family! Medicare, Social Security, IRA's - we're experts in it!

Estate Planning

Finally, we help you craft and implement a plan that makes sure your precious resources get passed on the way you want.  Do you need a will? Or a trust? Health care power of attorney? We can tell you!

Glass Buildings

Cost:

The Retirement Planning package includes all of the above services starting at 1% of investments under our management, reducing as your household assets increase.. 

*$300,000 account minimum 

Gradient

Process

2-3 meetings in the beginning, followed by semi-annual reviews to update and monitor your plan. An online client portal where you see your progress throughout the year, in real-time!