HOW DOES THE RETIREMENT NAVIGATION PROGRAM WORK?
The first phase of the Retirement Navigation is the Retirement Architect Program. The Retirement Architect Program is where we design and optimize the retirement of your dreams so you’ll have more money and less worry. Only after that foundation is set can we proceed with implementing it.
The second phase is the Retirement Navigation Program. This is where we execute the fine details of your unique retirement plan. A plan without brilliant execution is simply a waste of time and money.
frequently asked questions
WHAT DOES THE RETIREMENT NAVIGATION PROGRAM COST?
For a customized proposal, please click here. All fees are charged quarterly directly from your investment accounts.
ARE THERE ANY LONG-TERM COMMITMENTS?
While we ask every Retirement Navigation Private Client to give us at least a year to add value to your planning, you can hire and fire us at will. This is fine by us, because unlike most “financial advisors,” we wake up every morning knowing we must deliver you maximum value or we’ll be fired.
Many “financial advisors” love to sell fat commission products then don’t care if you fire them because they already got the big payday. We don’t accept big fat commission paydays to sell you insurance and investment products like most other financial advisors here in Las Vegas.