Our Services

At Consultado, we understand that planning for retirement is not just about saving money; it’s about building a secure and fulfilling future. Our team of seasoned professionals offers a comprehensive range of retirement investing services designed to suit your unique financial goals and needs. From personalized investment strategies to ongoing financial management, our services are tailored to empower you to take charge of your retirement planning effectively.

Investment Portfolio Analysis

Our journey begins with a thorough analysis of your existing investment portfolio. In this service, we assess your current holdings to determine their alignment with your retirement goals. Our analysts will evaluate risk exposure, diversification, and overall performance.

Price: $300

Retirement Planning Consultation

During a retirement planning consultation, our experts work closely with you to understand your financial situation, retirement aspirations, and timelines. This one-on-one session includes a detailed discussion on various pathways to achieve your retirement goals.

Price: $500

Personalized Investment Strategies

We create customized investment strategies that consider your financial situation, risk tolerance, and retirement timeline. Our sophisticated algorithms and expert insights allow us to design a plan uniquely suited to you.

Price: Starting at $1,000

Retirement Income Strategy Development

Transitioning from saving for retirement to generating retirement income can be challenging. Our retirement income strategy development service guides you through the process of creating a sustainable income stream during retirement.

Price: $700

Tax-Advantaged Investment Planning

Understanding tax implications is a crucial aspect of retirement investing. Our team offers strategies focused on tax-efficient investing, including the use of IRAs, 401(k)s, and other tax-advantaged accounts to help maximize your retirement savings.

Price: $400

Estate Planning Services

Part of planning for retirement involves thinking about your legacy. Our estate planning professionals can help you navigate wills, trusts, and the inheritance process to ensure your assets are passed on according to your wishes.

Price: $800

Investment Monitoring and Adjustments

The investment landscape is ever-changing, and so are your needs. Our investment monitoring service ensures that your portfolio remains aligned with your retirement goals. We provide regular reviews and make necessary adjustments based on performance and changing market conditions.

Price: $250 per quarter

Retirement Workshops and Seminars

To empower our clients with knowledge, we offer workshops and seminars covering various topics related to retirement investing. These educational events equip you with insights into market trends, investment strategies, and financial literacy, helping you make informed decisions.

Price: $100 per session

Social Security Optimization

Understanding when and how to take Social Security can significantly impact your retirement income. Our optimization service analyzes your Social Security benefits and provides recommendations on the best time to claim for maximum benefits.

Price: $350

401(k) and IRA Rollovers

Deciding what to do with your 401(k) or IRA when changing jobs or retiring can be daunting. We offer assistance with rollovers, ensuring you maintain your tax advantages while providing investment options that align with your retirement goals.

Price: $300

Client Communication and Support

At Consultado, we pride ourselves on our transparency and customer support. Our regular communication and support services ensure that you have access to your advisor whenever needed. This includes monthly updates on portfolio performance and strategy shifts.

Price: Included with all our service packages

A Comprehensive Approach to Your Retirement

Each service is designed to integrate seamlessly with the others, ensuring that you receive a holistic approach to your retirement planning. From the moment you engage with Consultado, we are dedicated to helping you achieve your financial independence and lifestyle desires for old age.

Get Started Today

Embarking on your retirement investing journey with Consultado is simple. Schedule an initial consultation to discuss your needs and explore the services that are right for you. Our team is ready to support you every step of the way, ensuring you have the knowledge, tools, and confidence to retire on your terms.

Conclusion

Retirement investing is a critical part of your financial future. At Consultado, we offer a wide range of services tailored to meet your unique needs and help you achieve a prosperous retirement. Whether you are just beginning to think about retirement or are already close to transitioning, we are here to help. Begin planning your future with us today!