Four services,
one written plan.
Retirement Planning
Investment Management
Tax-Aware Planning
Estate Planning
What’s included
A written retirement income plan
Social Security and pension elections compared
Withdrawal order across IRAs, 401(k)s and taxable accounts
Healthcare and Medicare costs before and after 65
Also handled
Retirement date scenarios, early and late
Annuity and pension lump-sum offers reviewed
Spending plan refreshed every January
Led by
Thea Fennimore
(919) 555-0131
Fee
One-time plan $3,200, or ongoing planning from $5,400 a year.
What’s included
A portfolio built from your plan, not a model sold to everyone
Index funds and ETFs, no proprietary products
Rebalancing within written ranges
Tax-loss harvesting in taxable accounts
Also handled
Old 401(k)s and IRAs consolidated
Cash reserve for the next two years of spending
Company stock and concentrated positions
Led by
Lucan Platt
(919) 555-0132
Fee
0.80% a year on the first $1M, planning included.
What’s included
A tax projection every fall, before the year closes
Roth conversion analysis for the gap years
RSU, stock option and ESPP sale plans
Charitable giving through donor-advised funds or QCDs
Also handled
Asset location across taxable and retirement accounts
Required minimum distribution planning
Health savings account strategy
Led by
Ren Asakawa
(919) 555-0133
Fee
Included in ongoing planning, or $1,200 as a project.
What’s included
Your will, trusts and powers of attorney reviewed with your attorney
Every beneficiary form matched to your wishes
Trust funding checked account by account
A one-page summary for your executor
Also handled
Gifting plans for children and grandchildren
Inherited IRA rules for your heirs
Survivor planning after a death in the family
Led by
Leontine Vanterpool
(919) 555-0134
Fee
Included in ongoing planning, or $1,500 as a project.
Not sure what you need? Call (919) 555-0137. We sort that out in the first ten minutes.
Every published plan,
2024 to 2026.
Every plan we can publish, newest first, with the advisor who led it. Anonymized, and shared with each client’s permission.
2026/029
Retirement date and paycheck plan for two public school teachers
Retirement Planning
Thea Fennimore
$1.4M
Retires at 61
2026/021
Stock option and RSU plan for an engineer leaving a public company
Tax-Aware Planning
Ren Asakawa
$620,000
2-year sale
2026/012
Sale of a ceramics studio and the first year after it
Retirement Planning
Elias Tranter
$2.1M
Plan in place
2025/118
Survivor plan for a widow in her first year alone
Estate Planning
Leontine Vanterpool
$880,000
Retitled
2025/104
College funding plan for three children ten years apart
Investment Management
Lucan Platt
$186,000
3 funded
2025/097
Charitable giving plan for a retired couple with a large IRA
Tax-Aware Planning
Ren Asakawa
$40,000/yr
QCDs at 70½
2025/083
Succession plan for a family farm in Johnston County
Estate Planning
Leontine Vanterpool
$3.4M
Signed
2025/061
Social Security timing for a couple four years apart in age
Retirement Planning
Thea Fennimore
2 benefits
67 and 70
2025/052
Roth conversion schedule for the gap years before Medicare
Tax-Aware Planning
Ren Asakawa
$310,000
5-year plan
2025/038
401(k) rollover and portfolio for an engineer changing jobs
Investment Management
Lucan Platt
$540,000
Rolled over
2025/019
Health savings account plan for a couple in their fifties
Tax-Aware Planning
Ren Asakawa
$8,550/yr
Funded yearly
2024/122
Trust funding check after a revocable trust was signed
Estate Planning
Astrid Tollefsen
11 accounts
All retitled
2024/109
Second opinion on an annuity a client was offered
Investment Management
Lucan Platt
$250,000
Declined
2024/094
Retirement income plan for a dentist selling her practice
Retirement Planning
Elias Tranter
$2.8M
Monthly pay
2024/071
Tax-loss harvesting during a market drop
Investment Management
Lucan Platt
$42,000
Harvested
2024/058
Beneficiary review for a blended family
Estate Planning
Astrid Tollefsen
9 forms
All updated
Anonymized and shared with permission. Planning examples, not investment results. Past performance does not guarantee future results.
Not sure where
to start?
Call the office and describe your situation in two minutes. We work out on that call whether you need a one-time plan, ongoing planning or investment management, and who will look after you.
First call free. Fees reviewed once a year. Past performance does not guarantee future results.