What We Do

Hive Retirement's Introductory One Page Plan

No Charge and No Commitment

Let's give this a try! Potential clients who match up with Hive Retirement Planning's services are provided with a complimentary One Page Plan. We'll build this plan over three meetings, and afterwards we can take some time to mutually decide if you should become a client .

This plan is an example of the big difference Hive Retirement can make and there is no charge.

Besides receiving your complimentary One Page Plan, the time spent working together helps answer questions you might have on becoming a Hive Retirement client. We think you'll be pleasantly surprised.

Working with Hive Retirement Planning is a mutual agreement - we want a good working relationship as much as you do. If it's not a good fit for either side then anyone can cancel during this process.

Click here to schedule your introductory call.

Here's what to Expect working with Hive Retirement Planning:

We help answer your questions on personal finance but more importantly we help you identify the questions you didn't know to ask.

After a client signs on following the three Introductory Plan meetings we will work together to create your Comprehensive Financial Plan. We use RightCapital planning software and you'll be able to access at any time.  We also use Holistiplan to help identify tax savings strategies. 

Instead of thinking of your Financial Plan as the finished document, consider it to be a draft to be updated with the changes that life throws at us. We'll move into Ongoing Financial Planning with quarterly meetings to review various aspects of your finances:

  • Net worth
  • Budgeting and Cash Flow
  • Retirement income planning 
  • Insurance planning and risk management
  • Tax reduction planning
  • Estate planning services
  • Investment management

Hive Retirement Planning is a fee-only financial planning and investment management firm. We have no incentive (or interest) to sell you any financial products such as life insurance or annuities, and we receive no referral fees from third parties.

We are your fiduciary and give you sound financial advice with no conflicts of interest.