When you can retire, how much you can spend, and where income will come from.
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An asset allocation built from your goals, time horizon and comfort with risk.
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Projections, Roth conversions, charitable gifting and tax-aware withdrawals.
Some clients want a plan and prefer to implement it themselves; they choose a fixed-fee or hourly planning engagement. Others want Integra Wealth to manage their investments and keep the plan current year after year; planning is then part of the ongoing relationship. Both start the same way and follow the same process.
Fixed-fee planning suits a defined project such as a retirement readiness review, a rollover decision or an equity compensation strategy. Hourly planning suits focused questions. In both cases, you know the scope and the cost before work begins.
A CERTIFIED FINANCIAL PLANNER® professional has completed CFP Board's education requirements, passed its certification exam, met its experience requirement and agreed to its ethical standards, including a fiduciary duty when providing financial advice. You can confirm David A. Hodges' certification on CFP Board's Let's Make a Plan website.
