learn what other users had to say about

the Price of Retirement Planning Services

Price 
Location 
Submitted by  
Description
$ 1400
Sep 2006
Dallas, TX
Found planner through work seminar  more... close row
$ 0
Jul 2006
Oakland, CA
Teacher's retirement planning  more... close row
$ 0
Mar 2006
Boca Raton, FL
Job offered a complimentary consultation for retirement  more... close row
$ 20
Mar 2008
Syracuse, NY
Retirement planning over the phone  more... close row
$ 450
May 2006
Little Rock, AR
Next step in retirement planning  more... close row
$ 750
Feb 2007
San Diego, CA
Financial advice upon retirement  more... close row
$ 100
Jun 2008
Cincinnati, Ohio
Financial planner gave whole range of options  more... close row
$ 100
Apr 2007
Chicago, Illinois
Service not worth quite this much  more... close row
$ 300
Jun 2007
Cleveland, OH
Should be able to get this type of service for free  more... close row
$ 0
May 2008
San Francisco CA
Bank provided free financial planning services for customers  more... close row

Description of service

Peronal retirement planning which was done by a financial planner at a bank at which I hold an account.


Review of Service

This service was excellent because the person who provided me with the planning information and did all necessary transactions was respectful, patient, and seemed to have the main objective of being sure I understood everything that we were doing and why. Also was willing to explain terms and things that I did not understand- this was very important since I am not a financial professional.

The service was complimentary because I purchased some financial products from the bank and hold an account there.

I get an appointment on short notice, and feel under less pressure because I do not get billed by the hour.


Tips

If you are not willing to pay the higher prices of an independent account handler, then try your local bank or credit union; often they will offer retirement planning and so on for a discount if you hold an account there, and will do a number of transactions with no charge if you have a minimum amount invested through their bank.

As with any service, shop around; this may not be the best choice for you, but for someone like me who has limited funds and did not want to pay the extra fees, it worked out well.


$ 0
Apr 2007
San Diego, CA
Free consultation when opening 401(k)  more... close row
$ 500
Apr 2008
Chicago, Illinois
Wanted to improve credit and plan for retirement  more... close row