Platform Plus Pro
Get the expert guidance to to get more, keep more and have more with a plan you understand and have 100% confidence in.
Starting at $1,500/year
LEAPI Modules, Coach & Pros
What’s included:
- Everything in Platform PREMIUM & PLUS
- Fee-based CFP planning
- Retirement Solved meeting process with a retirement advisor
- Implementation of retirement optimized strategies
- Access to discounted retirement services