learn what other users had to say about

the Price of Retirement Planning Services

Submitted by  
$ 1400
Sep 2006
Dallas, TX
Found planner through work seminar  more... close row
$ 0
Jul 2006
Oakland, CA
Teacher's retirement planning  more... close row
$ 20
Mar 2008
Syracuse, NY
Retirement planning over the phone  more... close row
$ 0
Mar 2006
Boca Raton, FL
Job offered a complimentary consultation for retirement  more... close row
$ 100
Jun 2008
Cincinnati, Ohio
Financial planner gave whole range of options  more... close row
$ 450
May 2006
Little Rock, AR
Next step in retirement planning  more... close row
$ 750
Feb 2007
San Diego, CA
Financial advice upon retirement  more... close row

Description of service

I had recently taken early retirement from my job and wanted financial advise on various forms of investments for retirement. Based on my portfolio and variety of investments we agreed on a fee of $750.

Review of Service

I feel that the meetings we held were worthwhile and both of us were prepared to discuss the various aspects of the investment cycles. He made several suggestions as to types and dollar amounts of investments, offered opinions as to risk and reward potential and was not too pushy in suggesting certain mutual funds. The meetings lasted approximately one hour each and were filled with financial conversations with very little small talk.

I feel the professional attitude was a definite plus to the experience.

In looking back on this experience, I would have liked to have had some of the details we discussed before the meetings, although it might not have been practical. We did review the items from a prior meeting at the next meeting. Also, there was no rushing me to make decisions. I did invest through him in some of his suggestions and planning policies.


I would suggest that you talk with friends whom you respect as having financial knowledge. Read current business journals and financial newspapers. Take your time and do not jump into any long term investments without fully understanding them.

I followed my own advice and felt that I was prepared for our financial discussion.

$ 0
May 2008
San Francisco CA
Bank provided free financial planning services for customers  more... close row
$ 0
Apr 2007
San Diego, CA
Free consultation when opening 401(k)  more... close row
$ 100
Apr 2007
Chicago, Illinois
Service not worth quite this much  more... close row
$ 300
Jun 2007
Cleveland, OH
Should be able to get this type of service for free  more... close row
$ 500
Apr 2008
Chicago, Illinois
Wanted to improve credit and plan for retirement  more... close row