Making Sense of Your Money, Together

Financial Planning for Professionals 50+

For professionals 50+ with $500,000+ in assets, we design clear financial plans to help you prepare for retirement, manage taxes, and protect your family’s future.

Free Assessment
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Life Comes With Challenges

Between demanding careers, responsibilities, and just being busy, it’s easy to push finances to the side. We simplify your wealth so you can move forward with clarity, confidence, and peace of mind.

Free Assessment

Am I Saving Enough for Retirement?

Busy professionals often wonder if they’re on track. We create strategies that align savings, investments, and lifestyle goals so you can retire with confidence.

How Do I Balance Family and Finances?

From raising children to aging parents, family responsibilities weigh on financial decisions. We help you create a plan that protects and supports those you care for.

Are My Investments Working for Me?

Managing investments alongside a career can be overwhelming. We streamline and optimize your portfolio so it aligns with your goals and risk tolerance.

What About Lowering Taxes?

High-income professionals face unique tax burdens. We provide planning strategies to reduce tax liability now and in retirement—keeping more of your hard-earned money.

How Do I Plan for the Unexpected?

Life can change quickly—health shifts, career moves, or family needs. We ensure your plan includes protections that keep you secure through life’s transitions.

When Should I Think About Legacy?

People often wait too long to plan their legacy. We help you clarify how you want your wealth to support future generations and meaningful causes to you.

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A Wealth Partner For You

For professionals 50+ with $500,000+ in assets, financial planning isn’t one-size-fits-all. At Relay, we take the time to understand your unique career, family, and lifestyle goals, helping you build a plan that works now and for the generations to come.

Free Assessment

Personalized Approach

We don’t believe in cookie-cutter advice. Every plan is tailored to your career path, goals, and lifestyle, so you feel confident that your money is working for you.

Generational Planning

Your wealth extends beyond today. We help you create strategies that support your retirement while also laying the groundwork for family and legacy—and long-term impact.

Expertise with Professionals

We specialize in serving experienced professionals. Our insights are built around the challenges you face—income, taxes, retirement readiness.

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Clear, Straightforward Pricing

Transparent Fees for Professionals

No hidden costs or confusing structures—just simple, easy-to-understand pricing for the guidance you deserve.

1.25%
$500,000 or Less
1.15%
$500,001 to $1,000,000
1.00%
$1,000,001 to $1,500,000
0.90%
$1,500,001 to $2,000,000
0.80%
$2,000,001 to $3,500,000
0.70%
$3,500,001 to $5,000,000
0.60%
$5,000,001+

1. Household Value.
2. Subject to change.

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Book Your Free Assessment Today

You’ve built a career and accumulated meaningful wealth—now it’s time to create a plan that supports you. Book and discover how our 4-step process helps you protect your assets and plan confidently for what’s next.

Book Your Free Assessment Today

Your Free Review

Feeling stuck on what’s next? Start with a free assessment and take the first step toward simplifying your finances.

Book Your Free Assessment

Just a friendly chat—no strings attached.

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