Hourly Financial Planning

The financial professionals at RetireRight Pittsburgh can be hired on an hourly basis to provide an in-depth analysis on particular areas of comprehensive financial planning.  Whether you are seeking advice regarding a Retirement Planning, or an isolated personal/business financial issue, our hourly consulting services offer a flexible and affordable option for obtaining the advice you seek. You will receive as much assistance as you need, when you need it.

RetireRight Pittsburgh's hourly consulting services include assistance with financial problem solving and consulting in areas in which we can provide valuable, targeted strategies, including:

  • Retirement Planning
    • Do I have enough money to reach my goals?
  • Retirement Income Planning
    • Tax-efficient drawdown techniques coordinating financial assets
  • Executive Compensation
    • Non-qualified stock options; Incentive stock options; Qualified stock purchase plans; Restricted stock units
  • Investment Portfolio Construction
  • Social Security Collection Strategies
  • Employer Pension Collection Analysis
  • Estate Planning
  • Tax Services
  • Inheritance or Financial Windfalls
  • Cash Flow Planning
  • Charitable Giving

The costs for these services are based upon a $250 hourly rate with a $2,000 minimum initial engagement fee.  We begin the hourly planning process with a complementary initial meeting in person or on the phone.

As your adviser we will contact you on an annual basis (no charge) to ensure that you are doing well and to see if there is anything that can help you with.  Most hourly clients retain control of their investments either in outside brokerage accounts or employer-sponsored retirement accounts.

This information is not intended to be a substitute for specific individualized legal advice. We suggest that you discuss your specific situation with a qualified legal advisor.