IRA401KTuneUp

The IRA401kTuneup

The IRA401kTuneup determines how you should allocate
one Retirement Account Portfolio (IRA, 403B, 401K, etc)
to match your level of comfort regarding Market Risk. We
also provide our Professional unbiased Opinion on what
Mutual Funds you should utilize and how you should
allocate your assets among them in terms of percentages.
The total fee for this service is $59.

Retirement Cash flow Analysis

The Retirement Cash flow Analysis helps you to project at
what age you can retire and with how much income per
year. It can help take the guesswork out of the most
important question you will face at Retirement:

"Will I run out of money when I am Retired?"

This service will provide a road map that will help you
determine whether you are on track to live your Golden
Years in Comfort. In addition this service includes a 20
minute telephone conversation with a Retirement
Navigator (not a Robot) so you can get answers to
questions like: "If I save an extra $100 per month can I retire earlier?" or "Can I take two vacations per year during retirement?”. The fee for the Retirement

Cash flow Analysis is $99.-

Order your IRA401kTuneup and
Retirement Cash flow
Analysis Below

*You may request a full refund at any time prior to any
Retirement Cashflow Illustrations or any IRA401kTuneUp
reports are submitted to you.*

Order Form

Please complete this form to get started.

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The IRA401kTuneUp determines how you should allocate one Retirement Account Portfolio to match your level of comfort regarding Market Risk. We also provide our Professional Unbiased Opinion on what Mutual Funds you should utilize and how you should allocate your assets among them in term of percentages. The total fee for this service is $59. OR Take advantage of our 15% OFF discount offer. The IRA401kTuneup does not provide ongoing monitoring of your portfolio. However, since Market Conditions can change, we recommend that you perform the IRA401kTuneup every three months (Quarterly). You can SAVE 15% when you subscribe to 4 quarterly analysis reviews per year for only $199.- (First 3 Analysis Reviews $59 each; 4th Analysis Review only $22). YOU WILL NOT BE BILLED IN ADVANCE. Billing will occur when Reports are initiated.
YES! I want to find out how I should allocate my Retirement Account and what Mutual Funds EB Financial Planning recommends.
One Report $59.-
4 Quarterly Analysis Reports per year $199.- (First 3 Reports $59.- each. 4th Report $22.-) YOU WILL NOT BE BILLED IN ADVANCE. Billing will occur when Reports are initiated.
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- The Retirement Cash flow Analysis Illustration helps you to project at what age you can retire and with how much income per year. This service includes a 20 minute telephone conversation with a Retirement Navigator to walk you through your illustration, answer any questions and make any necessary adjustments to meet your projected retirement goal. The fee for the Retirement Cash flow Analysis is $99.- OR Take advantage of our $10 OFF discount offer. SAVE $10.- when you include one IRA401kTuneup Analysis Report (shown above) with a Retirement Cash Flow Analysis Illustration for an additional $49. (Regular Price $59). A total of $148.-
YES! I want to find out what my projected income may be and have a 20 minute telephone conversation with an EB Financial Planning Retirement Navigator.
Retirement Cash flow Analysis Illustration $99.-
Retirement Cash flow Analysis Illustration & one IRA401kTuneUp $148.-
Are you Married?
When You Chose FOUR IRA401KTuneUp Quarterly Analysis Reports AND a Retirement Cash Flow Analysis Illustration, your discounted billing will be as follows: 1st IRA401kTuneUp Analysis Report & Retirement Cash Flow Analysis Illustration: $148.- 2nd & 3rd Quarterly IRA401kTuneUp Analysis Reports: $59.- each. 4th Quarterly IRA401kTuneUp Analysis Report $22.- ( A total of $288.- for the YEAR) YOU WILL NOT BE BILLED IN ADVANCE AND YOU CAN CANCEL FUTURE REPORTS AT ANY TIME. Billing will occur when Reports are initiated.
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Your Report(s) will be delivered to you via the Email you provided above. However, you may request a Paper Report(s) be mailed to you via Regular US Mail for an additional $9.35 per mailing. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- YES! would like a paper version of all my Completed Report(s) mailed to my address shown above. I understand that my Credit/Debit Card will be billed an additional $9.35 per mailing for this service.
Send My Report(s) Via US Regular Mail when Completed.
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You agree your electronic signature is the legal equivalent of your manual signature on this Agreement (hereafter referred to as "E Signature"). By selecting "Submit" you consent to be legally bound by this Agreement's terms and conditions as if actually signed by you in writing. You agree to authorize EB Financial Planning to charge your Credit/Debit Card for this order. You also agree that no certification authority or other third party verification is necessary to validate your E-Signature and that the lack of such certification or third party verification will not in any way affect the enforceability of your E-Signature or any resulting agreement between you and EB Financial Planning. You specifically agree to receive and/or obtain any and all EB Financial Planning related "Electronic Communications". The term "Electronic Communications" includes, but is not limited to, any documents, statements, data, records and any other communications regarding your relationship with EB Financial Planning. You accept Electronic Communications provided via electronic email as reasonable and proper notice, for the purpose of any and all laws, rules, and regulations, and agree that such electronic form fully satisfies any requirement that such communications be provided to you in writing or in a form that you may keep. You may request a paper version of your Completed Report(s). You acknowledge that EB Financial Planning reserves the right to charge you a reasonable fee of $9.35 for the production and mailing of paper versions of Electronic Communications.

For the IRA401kTuneup and the Retirement Cashflow Illustrations EB Financial Planning acts as a Point in Time Fiduciary. We will not perform ongoing monitoring of your portfolio(s) nor provide ongoing advice.

This financial projection report will be prepared based on information concerning your holdings and values supplied by you. We will make our best efforts to provide market valuations and projections based on information we believe to be reliable, but no guarantees are made as to its accuracy or completeness. Investing involves risk, future performance cannot be guaranteed and investments will fluctuate with market conditions, which may result in a possible loss of principal. We will not be responsible for the acts, omission, or insolvency of any other company, agent, broker, brokerage, mutual fund, investment advisory or independent contractor selected to take any actions, based upon our analysis, for or on your behalf. Past performance is no guarantee of future results. You should discuss any tax or legal matters with your tax or legal advisor prior to investing. Mutual Funds are offered only by a prospectus, which should be read carefully prior to purchase. We disclaim any obligation to publicly update or revise any such forward-looking statement or recommendation to reflect events or circumstances that occur after your report is issued. The views and opinions expressed reflect the opinions of the authors and may be based upon information obtained from third-party sources believed to be reliable but not guaranteed. Opinions are subject to change at any time based upon market or other conditions. EB
Financial Planning disclaims any responsibility to update such views. In the event that we determine that your Financial plan needs repair and not just a tune up, we will credit any fees paid on this order towards future Comprehensive Financial Planning Services. You may request a full refund at any time before any reports are submitted to you. Please feel free to submit any questions you may have to us at Inquiry/Contact/Us.

EB Financial Planning Since 2004

IRA401KTuneUp

EB Financial Planning

Since 2004