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.
PROMISES WITHOUT ACCOUNTABILITY ARE WORTHLESS
How do you gauge whether your current (or former) financial advisor is worth the fees you pay them? Gut feeling? Better yet, do you even know what you’re paying for the services you’re getting?
If your financial advisor is commission or “fee-based” (which is a slick marketing term for financial advisors who take commissions AND fees), you likely have no clue what you’re paying them. That’s why we’re a fee-only fiduciary financial advisor in Las Vegas. We show you every dime of fees so you can easily gauge the value we add.
We believe promises without accountability are pretty much worthless. If your financial advisor can’t articulate how much you’ve paid them—and what they’ve done for those fees—you’re likely overpaying and being underserved.
In more than a quarter-century of helping thousands of clients retire successfully, and asking hundreds of other “financial professionals,” we’ve never seen a “Client Report Card.” Why not?
Perhaps it’s because most “financial advisors” aren’t worth the fees you’re paying them.
After working with us for one year, every Retirement Navigation Private Client gets a comprehensive Client Report Card.
The Client Report Card shows how many times—and every possible way—we’ve helped you live your dream retirement. This report card includes:
- Calls, emails, and in-person meetings
- In-person events and other educational webinars
- Investment rebalancing, adjustments, and changes
- Roth conversion reviews and other tax-planning strategies
- Our financial advisor professional education and development
- And a lot more!
If you want the only financial advisor in Las Vegas who actually practices what they preach AND holds themselves accountable to your retirement success, you’ve found us! Your only regret will be not finding us sooner.
frequently asked questions
WHAT DOES THE RETIREMENT NAVIGATION PROGRAM COST?
The Retirement Navigation Program annual base fee is $4,000 plus .85% of the investments we manage on your behalf (tiered schedule that reduces for portfolios over $1,000,000.) 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.