Our Fees

No-Surprises Fee Policy

We like to know what we’re going to get charged when we purchase a service, and we know you do too!  So we have straightforward fees with no surprises.

That means:

  • You will always know exactly how much a service will cost before you sign up.
  • Retirement plan management is provided for a convenient monthly payment or you can select either annual or quarterly payments to receive discounted pricing.
  • All services include unlimited support. We won’t send a “surprise bill” –ever. So you can feel comfortable calling or emailing us anytime you could use some advice.

No Long Term Contracts

We want satisfied clients and we think you’ll find our services so helpful and anxiety-relieving you’ll want to stick around! But should your circumstances change we make it as easy to stop using our services as it is to get started. If you change your mind, simply contact us by email that you want to cancel, and we’ll take care of the rest.


Feel free to contact us, or see our FAQ section for some common questions and answers.