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Skip to content Tax-smart retirement planning for a FLAT fee.
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise!
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting with us (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
Once we complete your Retirement Assessment, we will have another 1-hour meeting to review our findings and recommendations.
In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”
You should consider hiring our firm if you want to:
Schedule your Free Tax-Smart Retirement Assessment to see if we’re the right fit for you!
There are three key things that set us apart:
Retirement Focused (50+). We specialize in retirement planning for people aged 50+ who are in or near retirement. We focus only on areas where we have deep expertise.
Tax Planning Expertise. We review your tax returns to uncover opportunities for retirement-focused tax strategies, including optimizing RMDs, IRMAA surcharges, capital gains, NIIT, charitable giving, and tax-efficient withdrawals—helping you keep more of your hard-earned money.
Flat-Fee Pricing. We charge a simple, flat fee for our services. No % of your investments. No commissions. No hidden costs. Just transparent pricing you can trust.
Most financial advisors look similar on the surface—similar titles, credentials, and even custodians. That’s exactly why we offer a Free Tax-Smart Retirement Assessment so you can take our service for a “test drive.”
If you think we might be a good fit, the first step is to schedule a free call.
We can work with clients in all 50 states supporting them with retirement planning, tax strategies, and smarter investing.
We make it easy to connect virtually through Google Meet video calls, so we can work together from the comfort of your home – no matter where you live.
We believe paying high fees to try to beat the market with stock picking and market timing is a losing game.
Instead, we build your retirement portfolio with low-cost ETFs to capture market growth while maintaining broad diversification to reduce risk.
We’re proud to be fiduciaries, meaning we’re legally and ethically required to act in your best interest – always.
We believe our flat-fee model takes this commitment even further by minimizing potential conflicts of interest. Unlike advisors who earn commissions or charge based on assets under management, we’re not financially incentivized to keep as much of your money with us as possible.
Instead, our focus is simple—helping you maximize your wealth, reduce taxes, and create a retirement plan that works for you.
It only makes sense to hire a financial advisor – or any professional – if the value they provide is greater than the cost.
Simply put, the time and effort you save – plus the tax savings and retirement improvements we help you achieve – should far outweigh the fees we charge.
We charge a flat $2,500 quarterly fee, which covers ongoing retirement and tax planning, plus tax-smart investment management.
Our Free Tax-Smart Retirement Assessment quantifies the benefits we can deliver, helping you make an informed decision about working with us.
Scheduling your first phone call is the first step to see if we’re a good fit.
We work best with people who need (and want!) a long-term partnership. At this time, we don’t offer hourly rates or one-time project fees.
If you’re seeking a financial planner for a short-term engagement, we recommend exploring options through XYPN or Garrett Planning Network.
At True Wealth Retirement Partners, we use Altruist as a trusted third-party custodian for our clients’ investment and retirement accounts.
For more details, visit Altruist Strength, Stability, and Protection.
Secure your retirement with a flexible income plan that adapts to your needs and market changes. Feel confident knowing your financial future is steady and ready for the long term.
We build your retirement portfolio with low-cost ETFs to capture market growth and diversify. We manage your investments to match your risk level and financial goals.
A retiree’s biggest expense is often their tax bill. We create a smart tax savings plan to help you keep more of your hard-earned money – without leaving a tip for the government.
We want you to retire happy—and that includes your relationship with us. If you ever feel otherwise, we’ll waive the last quarter’s fees and help you find a better fit.
Give us a good email address, and we’ll send an example case study of our FREE Tax-Smart Retirement Assessment
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