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Comprehensive planning for life's bigger decisions.
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It is designed for people looking for a full-service relationship, and is best suited for people considering retirement within the next three to five years.
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What the Core+ Plan includes:
The Core Plan Plus:
- Multi-generational planning
- Ability to model financial plans based on multiple scenarios (vacation home, planning for major purchases, recreational opportunities…)
- Multi year forecasting to support family members (tuition, gifts, elder care..)
- Coordination with tax and legal professionals.
- Planning for Required Distributions and IRMMA (Medicare premiums)
- Semi-annual rebalancing advice for investment accounts
- Insurance policy review: Life, disability, home, auto, and long term care
- Planning for longevity and future health care costs.
- Advice for Roth accounts, and Roth conversions
- Comprehensive reviews during mid year and annual meetings.
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Pricing: The cost of the Core+ is $3,000 per year, with a $1,625 initial payment and then monthly payments of $125. After the first year, the renewal is $250 per month.
For clients who choose Halliday Financial for investment management, the financial planning fee is waived when annual investment management fees exceed $3,000.
If annual investment management fees are less than $3,000, the financial planning fee will be adjusted so that the combined annual cost of financial planning and investment management equals $3,000.
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RetireTeamsters.com and Halliday Financial are independent organizations and are not affiliated with, endorsed by, sponsored by, or authorized by the International Brotherhood of Teamsters ("IBT"), any Teamsters Local Union, Joint Council, or any other Teamsters-affiliated organization.
The use of the terms "Teamsters," "IBT," and any related references on this website is solely for descriptive purposes to identify the community of current and retired Teamster members we serve. All trademarks, service marks, logos, and trade names are the property of their respective owners and are used only for identification purposes.
The information provided on this website is for educational and informational purposes only. Nothing contained on this website should be construed as an endorsement, sponsorship, approval, or recommendation by the International Brotherhood of Teamsters or any affiliated organization.
Any discussion of Teamster pension plans, retirement benefits, health benefits, or other programs is intended to provide general information only and should not be considered official guidance or a substitute for the governing plan documents. Individuals should consult their Local Union, plan administrator, Summary Plan Description (SPD), and official plan documents regarding their specific benefits and eligibility.
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