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Services
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prices
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| PLANNER |
Certified
Financials Planners (CFP) |
Hybrid |
RetireMite™ |
|
TYPE
|
Commission |
Fee
only |
Fee Based |
Company
Reps |
DETAILS
Who
do they work for?
|
Often affiliated with a single brokerage
|
Like
insurance agent represents a large firm.
Reviews typically done at 'home office'. |
No
sponsorship. No product bias. |
| What
do they use? |
All use planning software
|
Retirement
planning & investing
software designed for the non-professional.
Walks you through it. Easy, understandable,
powerful. |
| Your
Goals |
Estimate
your goals at home. The CFP
develops one plan based on that goal. If you make changes, expect to pay
for additional professional time. |
Develop
goals that you have confidence in!
Rework your goals, payments, investments, until they fit!
No extra charges, ever!
Just
fill in the blanks - RetireMite™ does the rest. |
| Services |
Financial
Planning (Includes everything - insurance, mortgage, loans, etc.) |
|
|
| Investment
planning |
Investment
planning |
Investment
planning. |
| Retirement
planning |
|
Retirement
planning. |
| Budgets |
Optional
service - budgets for now & retirement |
|
RetireMite™
generates estimates automatically. Adjust goals and budgets until they
fit - no charge! This
is the only way to be sure your goals are right! |
| Investments |
Review your portfolio periodically ( your
portfolio is your total holdings / investments)
|
Review
your portfolio. Record, track & update it anytime, anywhere.
All in one 'folder'. |
| Investment
Selections |
Optional
service - recommend investments - may be based on returns, company
affiliations, commissions. |
Optional
service - recommend investments - may be based on returns, company
affiliations. |
Optional
service- recommend investments - may be based on returns, company
affiliations, commissions. |
Gives
you a choice of the company's products only. |
Shop
where you want, when you want. No pressure to take any particular
brokerage's selections. Access
to on-line brokerage picks. |
| Tune
Up (Portfolio Balancing) |
In
a 'standard' market, will make recommendations to rebalance your portfolio
(make sure your investments match your goals and risk tolerance) annually.
In today's fast market, this may happen every 6 months. |
You
can balance your portfolio anytime you choose. RetireMite™ shows you EXACTLY how your portfolio stacks up against
your model. |
| Additional
Information & Help |
As requested. Often at additional cost.
|
Additional
articles, explanations and information available 24 hrs a day on website.
Email support for RetireMite™ users. Links to other sites. |
RetireMite