Programs Pricing

Secure your future with simplify365®’s Retirement Planning services. We provide personalized strategies and expert guidance to help you achieve your retirement goals.

Standard Planning $1000 /mo Advanced Planning $2000 /mo Premium Planning $3000 /mo Ultimate  Planning $5000 /mo
Typical Client
Taxable Income$250k to $500k$500k to $1mm$1mm to $2mm$2mm - $5mm
Essential Business Solutions
Payroll OptimizationTick markTick markTick markTick mark
Retirement Plan DesignTick markTick markTick markTick mark
Tax Due DiligenceTick markTick markTick markTick mark
Strategy Meetings
Annual Goal PlanningTick markTick markTick markTick mark
Year-End Tax Planning FocusTick markTick markTick markTick mark
Family/Legacy PlanningN/AN/ATick markTick mark
Progress Email w/TeamSemi-annuallyQuarterlyBi-monthlyMonthly
Proactive Tax Planning
Monthly Planning Day 2Tick markTick markTick markTick mark
Annual Tax Return Review 3Tick markTick markTick markTick mark
Accountant CollaborationAnnual emailYear-end meetingOngoing, customOngoing, custom
Draft Tax Return Review 4Tick markTick markTick markTick mark
Financial Review of P&L ReportAnnualAnnual, year-endQuarterlyQuarterly
Review Payroll/Company CensusW2 onlyTick markTick markTick mark
Tax Summary Letterone-timeTick markTick markTick mark
Business & Estate Planning
Estate Planning ReviewOne-timetri-annuallytri-annuallyAnnually
Protection PlanningOne-timetri-annuallytri-annuallyAnnually
Strategic Planning/Growth PlanN/AN/Atri-annuallyAnnually
Business Continuity PlanningN/AOne-timetri-annuallyAnnually
Legacy PlanningN/Atri-annuallyAnnuallyAnnually
Personal Financial Statement GenerationN/AN/AAnnuallyAnnually
401k fee offeringConsulting fee appliesConsulting fee waived. AUM only

1 These fees may be periodically updated by Vance Wealth.
2 Augusta Rule
3 personal and corporate
4 prior to filing