Retirement Checkup Made Easy
Hiring a retirement specialist shouldn't feel like making a 30 year commitment after a 1 hr meeting
It's easy to begin working with us, and it's even easier to stop working with us if you feel like we are no longer of value.
When was the last time you went to get a physical? Was it because you were sick? Probably not. You probably felt fine, but wanted your Primary Care Physician to confirm that everything was still running how it should be.
So when was the last time you had a retirement check-up? I'm not talking about just a portfolio review. A review of your tax situation, your estate plan, and most importantly, confirmation on your biggest questions:
How much can I spend in retirement?
How can I reduce income taxes?
If it's been a while, why?
We make it easy with a complimentary retirement check-up. You don't even have to leave your couch!
And at the end of our assessment you're under no obligation to hire our firm.
If you do decide to hire us to make sure you stay on track, you only pay after you've decided we can add value, and it's on a quarterly basis. You can fire us at any time just by sending an email, and we will refund your quarterly fee. Seriously, it’s that easy.
So how sure are you that your current retirement plan will maximize your cashflow and minimize taxes? Schedule a call for your checkup today.
Fees and minimums
How You Pay for Investment Management and Ongoing Financial Monitoring
Minimums:
Our services are best for families that have at between $500,000 - $5,000,000 in assets saved. Depending on your situation sometimes we will make exceptions to that. If you reach out to us for a free assessment and you are outside of the scope of what we do, we will work to make sure to connect you to an advisor who is best suited for you.
Ongoing Investment Management for Accounts at Fidelity:
1.5% on assets below $1,000,000
1.25% on assets between $1,000,000 - $2,000,000
1% on assets between $2,000,000. -$5,000,000
0.75% on assets between $5,000,000 - $10,000,000
What do we cover in the retirement Check-up?
Investment Strategy
Investment Strategy
Investment Strategy
How should you be investing for retirement?
How much income can you withdraw from your investments
How will a down market affect your plan?
Tax Strategy
Investment Strategy
Investment Strategy
What is your estimated retirement tax bill?
What can you do to be proactive on taxes, pay everything you owe without paying extra taxes unnecessarily?
Do you need assistance with filing your returns every year?
Estate Plan
Investment Strategy
Risk Reduction
Are your estate documents up-to-date, and do they match your wishes?
Do your executors, POAs, trustees have a flow chart for their responsibilities?
Risk Reduction
Risk Reduction
Risk Reduction
Are there blind spots that could put your retirement assets at risk?
Cashflow
Risk Reduction
Priorities
What is the best way for you to claim Social Security?
How will that coordinate with your retirement distribution plan?
Priorities
Risk Reduction
Priorities
What are the most important things you should work on in the next 12-24 months to stay on track?
meeting structure of becoming a client
What All Do We Cover During the Assessment?
Ongoing service Calendar
Advisory services are offered through CS Planning Corp., an SEC registered investment advisor.
Brandenburg Financial is a dba of CS Planning Corp.
For additional information refer to our Form CRS and Privacy Policy.
Terms of Use
This website is for informational purposes only and does not constitute a complete description of our investment services, fees, or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.
Disclosures
Registration
CS Planning Corp. is a federally registered investment advisor located in Portland, Oregon. CS Planning Corp. and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which CS Planning Corp. maintains clients. CS Planning Corp. may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For additional information, refer to Form ADV Parts 2A and 2B and Privacy Policy.
Fiduciary Duty
Registered investment advisers owe a fiduciary duty to their clients. As such, an investment adviser stands in a special relationship of trust and confidence with its clients. As a fiduciary, an investment adviser has an affirmative duty of care, loyalty, honesty, and good faith to act in the best interests of its clients. The parameters of an investment adviser’s fiduciary duty depend on the scope of the advisory relationship and generally include the following duties:
- to place the interests of clients first at all times;
- to have a reasonable basis for its investment advice;
- to seek best execution for client securities transactions where the adviser directs such transactions;
- to make investment decisions consistent with any mutually agreed upon client objectives, strategies, policies, guidelines, and restrictions;
- to treat clients fairly;
- to make full and fair disclosure to clients of all material facts about the advisory relationship, particularly regarding conflicts of interest; and
- to respect the confidentiality of client information. This fiduciary duty differs from the suitability obligations that govern brokers.
Additional Disclosures
No Tax or Legal Advice: Any tax, legal and estate planning information on this website is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Ownership: All content included on this website, such as graphics, logos, articles and other materials, is the sole property of Brandenburg Financial Services and is protected under copyright, trademark and other laws. All rights reserved. Any person using this website is permitted to copy and print individual website pages for non-commercial purposes only.
Links: At certain places on our website we offer direct access or links to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Brandenburg Financial Services or CS Planning Corp. Brandenburg Financial Services or CS Planning does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Brandenburg Financial Services or CS Planning Corp. does not necessarily endorse or recommend any commercial product or service described at these websites.
Governing Law: You agree that your use of this website and the privacy policy and any disputes relating to them shall be governed in all respects by the laws of the State of Georgia.
Compliance Disclosures:
· Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities, products or investment advisory services mentioned herein.
· Information on this website does not constitute a complete description of our services.
· Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third- party website, will be profitable or equal to past performance levels.
· Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented.
· All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
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