Planning Services
Easy - Affordable - Accurate
Green Retirement Planning
An integrated approach to retirement planning, that details your current financial situation, outlines strategies to acheive your retirement goals, and provides you with the tools needed to accomplish a successful retirement.
A Green Retirement Plan answers the following questions: When can I retire? How much savings do I need for retirement? How much can I spend in retirement. That's just the beginning. With a Green Retirement Plan you receive the following.
Comprehensive Retirement Plan
A Household Balance Sheet
Asset Allocation Analysis
Customized Retirement SoftwareGreen Retirement Planning produces accurate results, and ensures a safe and secure retirement. A Green Retirement Plan is valuable to anyone in any stage of retirement planning.
Green Retirement Difference
Traditional retirement planners use the "Consumption Assumption" method, 70% - 80% of your current earnings, for calculating your retirement savings needs. It is a guess. Which may require you to save hundreds of thousands of dollars more, and work years longer, than you need for your retirement. Green Retirement Planning uses your savings and spending, not earnings, to accurately calculate your retirement needs.
Most retirement planners focus on your investments. Why? Because it's where they make their money, selling investments, mutual funds, managing your money, charging you commissions. Focusing on investments, ignores the other parts of your financial life, that are essential in creating an accurate retirement plan.
Green Retirement Software
Custom retirement software, individually designed to your retirement plan, is included with Green Retirement Planning. With Green Retirement Software, as your financial situation adjusts, so does your retirement plan.
Green Retirement Software Features:
Portfolio at a Glance
Retirement Budget
Auto Asset Allocation
Expense TrackerA Green Retirement Plan is a snapshot view of your current financial situation with recommendations for acheiving your retirement goals. Green Retirement Software is the tool that turns retirement goals into retirement reality. And helps you maintain a safe and secure retirement. Learn more about this unique Retirement Software
Green Retirement Planning Fee
We offer fee only retirement planning services for individuals and families, at a very affordable, fee of $375 per retirement plan. There are no extra or hidden fees, we do not sell investments, therefore we do not collect commissions. The fee includes your individual retirement plan, customized retirement software, and all correspondence and communication required to complete your plan.
Get Your Green Retirement Plan
Retirement Planning has never been as easy or affordable.
1. Request the retirement questionaire
2. Complete and return the questionaire
3. Receive and pay for your retirement planUpon completing and returning the Green Retirement questionaire, we perform a comprehensive retirement analysis, prepare a detailed retirement plan, and customize your Green Retirement Software.
Your retirement plan outlines the various methods and options, you have available, to acheive your retirement goals. And the customized Green Retirement Software, is the retirement tool, to help you acheive your retirement goals.
Use the contact form below to get started, request a questionaire, or ask any questions you may have about Green Retirement Planning.
iPlan Retirement
401 Richmond Dr. #206, Millbrae CA 94030
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