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
$ 0
Mar 2006
Boca Raton, FL
Job offered a complimentary consultation for retirement  more... close row
$ 20
Mar 2008
Syracuse, NY
Retirement planning over the phone  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
$ 100
Jun 2008
Cincinnati, Ohio
Financial planner gave whole range of options  more... close row
$ 0
Apr 2007
San Diego, CA
Free consultation when opening 401(k)  more... close row

Description of service

When I opened a 401K I received a free consultation with a certified financial planner. I used this consultation to get advice on my retirement planning.

Review of Service

I'm fairly young and didn't know anything about retirement planning except that it was important. I hear on the news all the time about the collapse of social security and I wanted to make sure I was ready on my own when the time comes. The financial planner did a great job explaining all the information to me. He told me about the different types of retirement accounts out there. He told me about aggressive planning versus conservative planning. He told me how much I would need to save each paycheck to meet my goals. I learned about the pitfalls of borrowing against retirement funds. He also gave me a few booklets that summarized what we talked about so I could go over it later for further review. He also gave me information on the pricing plan in his company for future retirement planning.


If you have access to a consultation like this I would say to definitely go for it. It's a very important to plan for retirement and to understand how the process works.

$ 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
$ 0
May 2008
San Francisco CA
Bank provided free financial planning services for customers  more... close row
$ 500
Apr 2008
Chicago, Illinois
Wanted to improve credit and plan for retirement  more... close row