Services to Fit Your Needs
Transparent pricing with flexible, interest-free financing available.
Get Retirement Ready
Everything you need to navigate retirement.
Retirement Readiness Scores
Drawdown Strategies
Asset Allocation and Tax Location
Risk and Behavioral Assessments
Plan Stress Tests
Income Analysis
Tax Planning Opportunities
Starting at
*Additional fees apply for more complex cases including multiple sources of income, greater than five investment accounts and more than one tax entity.
$4,200 for a Couples plan*
$3,200 for a Single plan*
Retirement Solutions Plus+
Add-on services to complete your retirement plan.
Estate Plan Creation
Advanced Social Security Claiming Strategies
Path to Medicaid
End-of-Life Care Plan
Secured Smart Vault
$1,500 for a Single plan*
*Additional fees may apply for more complex cases including multiple investment accounts, rental properties and small businesses.
$2,500 for a Couples plan*
Starting at
Asset Management
Investment services to simplify and consolidate your money.
Asset Optimization
Bond Laddering
Transaction Management
Performance Reporting
of Assets Under Management
Flat fee 0.75%
WatchDog Planning
Retirement Solutions for Women
text or email
nancy.nawn@watchdogplanning.com
610-864-5838
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