Retire With Confidence & Clarity

For the rest of 2025, we will not be offering one-time plans. We will only offer ongoing AUM or Subscription services after a client as gone through our Free Retirement Review™. (see below)

Free Retirement Review
(available 5/1)

$0
For qualifying prospective clients

This review is designed to answer 3 main questions:

1. How do I produce a retirement paycheck with my nest egg?

2. How can I pay less tax in retirement?

3. Are my investments right to safely produce a retirement paycheck

This “light” financial plan is designed to give you an idea of our process and abilities. If you become a client, we will complete the financial plan, providing more details and specifics, and addressing all the other financial planning topics.

Four-step process:

 

  1. Retirement paycheck

  2. Tax analysis

  3. Legacy analysis

  4. Investment analysis

While this review will provide valuable insights into your retirement, be aware it is not designed to be a full, complete financial plan; please take care before acting. 

Ongoing Subscription

$10,000-$30,000 per year
(depending on complexity)

For those who want financial planning and investment guidance with our Sona Retirement System(tm) but not have their assets held with our custodian.

There are no do-overs in retirement! The subscription package is best for those nearing or in retirement who want clarity and confidence around their retirement decisions but want to handle the all the operational aspects themselves. 

For this service to be of value it generally requires a net worth of $3,000,000+ or income equivalent

Includes all the following

Professional Management

Ongoing Financial Planning & Investment Management

For those who want financial planning and investment guidance with our Sona Retirement System(tm) and want us to handle all the details, ensure nothing is missed so they can enjoy their retirement.
 

Minimum Asset Size of $750,000 depending on financial planning complexity. 

Investment Management at Charles Schwab 

(held-away assets may apply)

First $750,000 – 1.25%

Next $1,250,000 – 0.65%

Next $8,000,000 – 0.25%

Over $10,000,000 – 0.10%

Each tier is calculated separately. Example 

 

Everything included with our subscription service