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
$ 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
$ 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

Description of service

I hired a financial planning firm to help me my finances. I had two goals - to improve my credit and to plan for retirement. I had one person dedicated to my account.

Review of Service

Overall the information I got was great. I filled out an online questionnare about current and past financial spending habits and about my financial goals for the future. I was then given a detailed report on the steps I could take to improve my credit in the short term, the long term and also to plan for my financial future. Once I received this I got a call from my dedicated account representitve who went over everything for me. I was able to call him again a few months later when I had a question about how to best handle some new credit card offers I had. The problem I had with this experience though was that once all was said and done I realized that all of the information was information I could have found myself if I'd taken the time to do some research. Overall I wouldn't say it was worth the cost.


Unless you have really complicated financial issues or are not good at doing your own research I would recommend trying to handle this on your own.