learn what other users had to say about

the Price of Retirement Planning Services

Price 
Location 
Submitted by  
Description
$ 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

Description of service

My place of employment offered a complimentary consultation for retirement planning. This include an hour session with a representative from a company specializing in retirement planning. If I wanted to continue to receive advice or attain additional services, I would then have to pay for it.


Review of Service

I was very happy with the advice that I received from the consultant. It was nice that my work offered this complementary service. The consultant told me exactly what I needed to do to start planning for my retirement. He went over how to set up a good budget, and how to pay down my debt, while putting money into a savings account. He advised trying to get all of this in order before I start planning for retirement, because the interest rate on my credit cards would be higher than any return I would get on investments. He also showed me different investment options, from moderate to aggresive. I found the session very helpful and decided to continue to use his services.


Tips

You should find out if your place of employment offers any kind of retirement planning consultation. Many do and they would be able to get you started on the path to retirement.


$ 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
$ 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
$ 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
$ 500
Apr 2008
Chicago, Illinois
Wanted to improve credit and plan for retirement  more... close row