Services
Retire with confidence & investments built to last
Your Full-Service Retirement Solution
Wealth Management
For retirement savers with $750,000 or more, Wealth Management from Stage Ready Financial Planning
offers the powerful combination of ongoing financial planning and professional investment
management. Let us handle the heavy lifting, so you can enjoy a confident retirement.
Ongoing Financial Planning Includes
- Organizing & Simplifying Your Financial Life
- Retirement Planning & Goal Planning
- Cash Flow Planning
- Asset Allocation Planning
- Tax Planning
- Social Security & Medicare Planning
- Retirement Income & Pension Planning
- Insurance & Estate Planning
Investment Management Includes
- Professional Management
- Tailored Investment Portfolios
- Income Guardrails Planning
- Contribution and Withdrawal Guidance
- Required Minimum Distribution (RMD) Planning
- Roth Conversions
- Beneficiary Updates and Gifting
- Tax Efficient Investing
Cost of Wealth Management
Assets
Annual Cost
$0 – $999,999
1.00%
$1,000,000 – $1,999,999
0.85%
$2,000,000 +
0.70%
| Assets | $0 – $999,999 |
|---|---|
| Annual Cost | 1.00% |
| Assets | $1,000,000 – $1,999,999 |
|---|---|
| Annual Cost | 0.85% |
| Assets | $2,000,000 + |
|---|---|
| Annual Cost | 0.70% |
*The minimum account size requirement is $750,000 to open or maintain an account under our management. The minimum requirement is based upon the aggregate value of investment advisory accounts in the household. We may reduce or waive the minimum account size requirement on a case-by-case basis. The annual advisory fee is paid quarterly [in arrears] and is based on the account(s) average daily balance.
Still Working and Primarily Invested in Your 401(k) or 403(b)?
Ongoing Financial Planning (Only)
For retirement savers who are working and primarily invested in employer retirement plans,
Ongoing Financial Planning (Only) from Stage Ready Financial Planning offers the professional guidance you need for a
successful retirement strategy until you're able to have your investments managed.
Ongoing Financial Planning (Only) Includes
- Organizing & Simplifying Your Financial Life
- Retirement Planning & Goal Planning
- Cash Flow Planning
- Asset Allocation Planning
- Tax Planning
- Social Security & Medicare Planning
- Retirement Income & Pension Planning
- Insurance & Estate Planning
Cost of Ongoing Financial Planning (Only)
Starting $495/mo*
*Ongoing Financial Planning (Only) is paid as an annual cost, billed monthly.
The cost can vary based on complexity and may exceed the number listed above.