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
$ 20
Mar 2008
Syracuse, NY
Retirement planning over the phone  more... close row

Description of service

Retirement account planning, IRA and 401K advisement, investment services, mutual funds, life insurance, college tuition financing and tax-taming account services.


Review of Service

The representative was able to work with me over the phone, as I live 50 miles from Syracuse. We discussed my retirement accounts, IRA and 401K, including what types of accounts would be best for me considering my income, my age (43), and my retirement plans. We also discussed possible mutual funds and life insurance options. The rep set up the accounts exactly as we described, and showed me how to access all of them online with a login and password. Also available, which I may use in the future, are savings plans for college tuition. My son is now 15 years old and will be entering college very soon.

The rep also helped me with the rollover of my 401K from a previous employer.

The price of the phone session was deducted from the account I set up with the firm.


Tips

Be sure to have all of your account information (checking, savings) and pay stubs in front of you. The representative will need this information to help you set up your accounts. The convenience of over-the-phone consultation is what impressed me about this firm.


$ 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