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
$ 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
$ 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
$ 450
May 2006
Little Rock, AR
Next step in retirement planning  more... close row

Description of service

We were able to meet with a financial advisor for two hours with another appointment for two hours set up for a month later. This second appointment was the perfect opportunity for us to have tiime to go home to look up more detailed information so that he could "fine tune" his advice specifically for us and our circumstances.


Review of Service

My husband and I both had 401k accounts, but were ready to take the next step in planning for retirement. Stocks, bonds, and mutual funds all seemed so exciting but very scary. We had no clue how to do anything, but knew that many of our friends had them and weren't concerned about retirement like we were.

The advisor was great. He didn't mind that we were not the type of people he will ever make a small fortune off of. He truly seemed to enjoy his job teaching us about different investments that were suited to us.


Tips

Ask everyone you know, especially those that seem to have no care in the world about their future retirement, if they use an advisor, and who they use. Research different thoughts and ideas you have so you can ask some intelligent questions. In our case, we read up on stocks, bonds and mutual funds, and although we still didn't understand them, we knew this was something we needed to discuss with our new advisor. This is not an area to be too frugal with. This is your future and you should use the best possible company or person that you can afford.


$ 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