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Spend your savings on YOUR retirement…
not your Financial Advisor’s

Enjoy your retirement without paying an ongoing investment fee.

The traditional financial advice model typically requires a client to pay an annual advisory fee. Over time, these fees can put a significant dent into a household's retirement savings.

Act 2 Planning offers an alternative: a one-time fee of $500 to develop a plan to help you achieve your financial goals without ever paying an ongoing advisory fee.

Act 2 Planning Services

  • Person working at a desk with a calculator and documents, writing with a pen, creating a retirement financial plan strategy.

    Help you determine the cost of your ideal lifestyle.

  • A person's hand placing a coin into a black piggy bank, with various coins scattered on a white surface nearby. Saving for retirement.

    Analyze the financial feasibility of achieving your goals.

  • People analyzing data charts and graphs for retirement planning on papers and tablets at a table with a cup of coffee.

    Show you how to implement a simple and low cost income and investment plan.

  • Family gathering outdoor picnic.

    Help you create a well thought out and affordable Estate Plan.

Learn More