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Choosing a traditional planner could cost you _ more than working with PDS Planning.

Investing this amount could increase your retirement savings by _.

That’s the power of our unique fixed-fee model.

Your Asset Value After Planner Fees

We estimate your fee will be _ annually with PDS Planning.

  • Your Asset Value With PDS Planning
  • Your Asset Value With A Traditional Planner
PLEASE NOTE: Limitations. The above is for illustration purposes only. This analysis assumes a 5% gross annual rate of return with both Traditional Planner and PDS Planning. The Traditional Planner fee estimate is based on Advisory HQ’s independent 2017-2018 average financial advisors fee report. This also assumes 1% annual inflation to PDS Planning fixed fee. Although fees impact investment performance, no specific fee structure can produce positive investment returns. To the contrary, different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by PDS Planning, Inc.) will be profitable.

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Do you want objective financial advice to help you build toward your retirement goals? Do you want to feel confident that you have an actual plan, validated by credible financial planners, to help accomplish your specific goals? And do you want to have all that without paying any inflated costs or hidden fees?

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