Truly Prosper Financial Planning LLC
Flat Fee Retirement Planning for People Over 50.
Truly Prosper Financial Planning takes a life-centered approach to retirement planning. We believe that good retirement planning must go deeper than just answering the financial questions. A successful and fulfilling retirement requires planning and preparation in all areas of life. Our financial planning process will help you:
- Identify and clarify your true values and priorities
- Guide you in creating a vision for your ideal retirement
- Build a True Wealth retirement plan that supports your vision
We charge a flat annual fee for ongoing financial planning + investment management. We do not charge the typical 1% assets under management fee (AUM). We believe your fee should be based on the services you need and the complexity of your situation and not just on the size of your investment portfolio.
We also offer one-time retirement plans for people that don't want ongoing financial planning and investment management services.
Visit our website to learn more or to set up a time to talk.