Pricing and plans that just make sense

Retirement Ready Financial Planning

Whether retirement is still on the road ahead or you're already living it, financial decisions in this stage of life go far beyond your investments. Our thoughtful, data-driven financial planning helps you answer questions such as when to retire and how to optimize your financial life.

As part of our guidance, we model out your specific situation and show you alternative routes to help you make better financial decisions before and during retirement. Although we're rock stars when it comes to investments, our support is more comprehensive than that. Our approach takes all aspects of your financial life into consideration and evolves year-to-year as things change.

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Full Service Planning

$500/month

Per household. Deducted from investment account

At Luchini Financial, our role is to empower you financially. We give you the confidence to spend money today without leveraging tomorrow. As a flat fee firm, we bring an unbiased, expert perspective that has only your best interests in mind.

Benefits of Full Service Planning

  • Get a clear picture of where you're going and how to get there
  • Leverage investment management designed to support your goals
  • Feel comfortable spending your money on what matters most
  • Enjoy the peace of mind that comes with financial education, guidance and empowerment

What's Included in Full Service Planning

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Annual Plan Updates

Over time, your plan will need tweaking as your situation and goals change. We adjust your plan annually free of charge as part of full-service planning.

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Unlimited Investment Management

Our flat-fee plan includes unlimited investment management, regardless of portfolio size. No more paying a percentage to the traditonal firms.

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Personal Financial Website

We believe in doing things digitally to keep pace with the modern world. Access documents and manage your investments in one central hub.

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Tax Return Summary

Send us your tax return, and we'll create an easy-to-understand summary that highlights areas for improvement and opportunity.

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Unlimited Access to Planner

When financial questions pop up, you can rest easy knowing you have someone to turn to for professional and unbiased guidance.

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Fiduciary

We're fiduciaries 100% of the time, which means our interests always align with yours and you can rely on the advice we provide.

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Questions + Answers

We can do both. Some meetings are best done at our office in Altoona, but most can be scheduled virtually allowing us to accommodate your busy schedule and geographic limitations.

There is no minimum. We charge a flat fee for service. This means if we can provide value to you for the fee we charge, the amount of money you have (or don't have) makes no difference.

Not exactly. We believe there is too much value in planning to skip it. We start everyone with a base plan. After that, you can opt out of some of the ongoing services we provide, however the fee will be the same, so we suggest taking full advantage of what we offer.

We can help implement actions by referring you to a local trusted agent or working directly with your current agent. Oftentimes, we can get you the proper coverage online right from your couch. In any case, we do not receive commissions, referral fees, or any other form of compensation allowing us to stay conflict-free.

Ready to enjoy flat fee pricing?

Schedule a call today to learn more about us, tell us about yourself, and discover if working with our firm is the best fit for you.

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