Start planning - Free
Click and register to enable a complete your (and your partners) evaluation, receive a comprehensive personal retirement evaluation report, and use the online action planner and referral service.
Select a Primetime annual subscription package
Self manage online
- Unlimited online member access
- Unlimited evaluation access
- Comprehensive fact find
- Planning report and feedback including recommended actions
- Dynamic online action planner
- Automatic date review diary entries
- Personal and secure hosted electronic filing cabinet
- Planning tools and resources
- Referral service
Self-Manage online plus personal support
$1,980 /First year with option to renew
- Full online package; plus
- Annual personal planning discussion and feedback
- Quarterly update support via phone or teleconference
Platinum Personal Service
$3,300 /First year with option to renew
- Full personal support package; plus
- Phone support; plus
- Personal planning service
Often people need help with one or more Primetime planning matters, especially early on.
If this happens you won’t be left without support. If you contact us we can discuss your needs and can provide a fee estimate for one of our consultants to be able to help.
Feel free to contact us without any obligations, to discuss your needs.
Comments or questions are welcome.