Advisory Plans Tailored to Your Stage of Life
Lonveriq Advisory offers three levels of service designed to match where you are in your financial journey and how much support you need. Whether you are just beginning to think seriously about retirement or are managing a substantial portfolio close to your target date, there is a plan built for your situation. Each tier provides access to our licensed advisors and core planning tools, with higher tiers unlocking deeper personalization and more frequent touchpoints. All plans include a no-obligation onboarding consultation so we can understand your goals before you commit.
Foundation
$149/mo
Designed for individuals in their 30s and 40s who are beginning to prioritize retirement savings and want professional guidance without a large upfront commitment.
- Annual retirement readiness assessment
- Basic pension and savings gap analysis
- Access to lonveriq.com client portal
- Quarterly market outlook reports
- Email support with a licensed advisor
Growth
$349/mo
Suited for individuals and couples in their late 40s and 50s who are accelerating toward retirement and need a more hands-on, regularly updated plan.
- Comprehensive retirement income strategy
- Tax-efficient withdrawal sequencing plan
- Semi-annual advisor review meetings
- Portfolio rebalancing recommendations
- Priority advisor access by phone or video
Preservation
$699/mo
Built for clients at or near retirement who are managing significant accumulated assets and require active, ongoing oversight of their wealth preservation strategy.
- Dedicated senior advisor relationship
- Monthly portfolio review and reporting
- Integrated estate and legacy planning coordination
- Custom pension optimization analysis
- Unlimited advisor consultations throughout the year