Simple+ Financial Planning and Wealth Management

Our "Simple+" Financial Planning and Wealth Management service is an ongoing, comprehensive engagement designed for clients who want a dedicated CERTIFIED FINANCIAL PLANNER™ professional to guide them through the implementation and continuous monitoring of their financial plan. This service is ideal for clients who are in retirement or transitioning into retirement in 5 years or less and value the peace of mind that comes with having a trusted financial expert manage their wealth and optimize their financial situation throughout retirement.

Key Features

  • We will regularly review and update your financial plan to ensure it remains aligned with your goals and adapts to changes in your life or market conditions.

  • Our proprietary Guardrails and income maximization process helps you optimize your retirement spending, ensuring you make the most of your hard-earned wealth.

  • We will implement a personalized investment strategy designed to target higher expected returns while managing risk.

  • Our team will employ advanced tax optimization strategies to maximize your after-tax wealth for both current and future spending

  • You will have direct access to a CERTIFIED FINANCIAL PLANNER™ professional who will serve as your trusted financial guide throughout retirement, providing expert advice and support whenever you need it.

  • At Keep It Simple Financial Planning, we do not accept commissions, kick backs, or hidden fees from anyone. We are a fee-only firm.

    Our only fees come directly from our clients through a simple, transparent fee schedule.

    Assets Under Management Fee:

    First $0 - $1,000,000 = 1%

    Next $1,000,001 - $5,000,000 = .80%

    Next $5,000,001+ = .50%

    Our minimum annual fee for this service is $8,000/year unless an exception is made.

    Learn more about why fee-only financial advising is in your best interest.

  • Learn more about our Simple+ Financial Planning and Wealth Management here.

By enrolling in our Simple+ service, you can enjoy the confidence that comes with knowing your financial future is in capable hands, allowing you to focus on what matters most - enjoying your retirement years to the fullest.