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Financial Planning Services

We’re With You…Giving Purpose to Your Planning

…and meeting you where you are in life—accumulating wealth, nearing retirement, or enjoying retirement. We offer three distinct fixed-fee levels of service based on the complexity and requirements of your plan:

Essential: Lower Time (10 hours) and complexity$1,500 Annually
Intermediate: Moderate Time (10-20 hours) and complexity$2,500 Annually
Premier: Highest Time (20 hours) and complexity$5,000 Annually

Accumulation Phase

(10+ Years Until Retirement)

Near Retirement Phase

Retirement Phase

Aggregated Account View

  • Outside Account Consolidation
  • 401(k)/403(b) Allocations
  • Electronic Vault


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Portfolio Allocation Analysis and Rebalancing

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Risk Management

  • Portfolio Allocation
  • Life Insurance
  • Disability Insurance

Risk Management

  • Portfolio Allocation
  • Life Insurance
  • Long-Term Care Insurance

Risk Management

  • Portfolio Allocation
  • Life Insurance
  • Long-Term Care Insurance

Pre-Retirement Income Calculation

  • Income, expenses and savings plan analysis
  • Stress Testing Plan

Retirement Income Needs Analysis

  • Expense Requirements and Income Source Analysis
  • Stress Testing Plan

Retirement Cash Flow Analysis

  • Expense Requirements and Income Source Analysis
  • Stress Testing Plan

Create Plans for:

  • Maximizing Pension Payouts
  • Social Security Payout Options

Review Plans for:

  • Maximizing Pension Payouts
  • Social Security Payout Options

Business Planning/Exit Strategies

Charitable Planning

Retirement Planning – Business Owners

  • Cash Balance Retirement Plan
  • Business 401(k) Plan


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Personal Life Events

  • Death of Spouse
  • Divorce
  • Job displacement
  • Caring for aged parents


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Personal Life Events

  • Death of Spouse
  • Divorce
  • Caring for aged parents

Personal Financial Advice

  • Mortgage/Re-financing assistance
  • Auto: lease vs. purchase
  • Credit Card debt advice


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Professional Network*

  • CPA
  • Attorney
  • Banking


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Estate Planning**

  • Wills
  • Trusts


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Education Planning

  • 529 Plans
  • College tuition forecasts


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*Outside providers of professional services are neither affiliated with nor endorsed by Feltz WealthPLAN or Securities America.

**Securities America Registered Representatives are not engaged in providing legal advice. Please seek the assistance of a qualified legal advisor for the creation of trusts and legal documents.