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Our Services 

At River City Financial Planning we are specialist retirement planners.  We can help you prepare for retirement, set up your finances at retirement, and then keep your retirement plans sustainable over time.

 

We can help you whether your financial needs are simple or complex.

 

We focus on you and your entire financial circumstances.  We take the time to make a professional diagnosis of your situation and help you understand what you can and can’t achieve. 

 

Our first appointment is cost and obligation free.

 

We will determine an appropriate fee only after we understand your situation and how we can serve you.  This fee will only be payable after you have provided your consent in a signed Letter of Engagement. 

 

There are no surprises.  Our service offer will be clear and the fees fixed.  We are paid only by our clients and only for the advice we give.  We receive no commissions, asset-based fees, or any other payments related to product sales.

 

If we make a financial product recommendation we can choose from a broad range of products to suit your needs.

 

If you decide to engage with us we will provide recommendations in a written Statement of Advice.