Simplify Your Retirement

See when you can retire, how much income you can take in retirement, and how to optimize your Social Security benefit in 5 minutes or less.

Retirement is complicated. We make it simple.

See what your retirement could look like in 5 min or less.

Stressed About Retirement?

We’ll handle the investments, taxes, and estate part so you can handle the family visits, vacations, and other parts of retirement…

  • NWe'll manage and optimize your income
  • NWe'll manage your investments
  • NWe'll file your taxes each year
  • NWe'll continually work to minimize future tax burdens
  • NWe'll optimize your Social Security benefit
  • NWe'll monitor your requirement minimum distributions
  • NWe'll review your estate plan each year
  • NWe'll review your beneficiaries each year
  • NAnd more...

Want To Retire Sooner?

Run the numbers and see what would happen if you retired sooner.

Want Some Help

Book a live demo. We’ll show you how to use The Retirement Builder.

Planning Packages

If you decide that you want to plan your retirement with us, you'll decide what level of planning you want. Some want to manage their own retirement and just need some help getting it set up. Others want a professional to handle it. Both are fine. It's up to you.

Frequently Asked Questions

How Do You Start Planning?

The first step is to start your trial and see what your retirement could look like in 5 minutes or less. The trial includes tutorials to help you along the way. 

After you see your analysis, you'll be offered a complimentary, 60 min Q&A call with one of our salaried retirement pros. In that call, you can decide if you want to work with us or not. If you want to work with us, you will decide what level of planning you want.

What Do You Get From On-Going Retirement Management?

On-going retirement management is intended to handle most all financial aspects of retirement for you. We will file your taxes each year. We will review your estate documents and beneficiaries each year. We will conduct tax planning and implement tax minimization strategies for you each year. We monitor the retirement regulations, like Required Minimum Distributions, so you don't get penalized. 

As the financial environment shifts, we will be there to handle it for you. We like to think of it as treating you kind of like how the ultra-wealthy are treated by wall-street. 

How Much Is On-Going Retirement Management?

$1,000 annually with a one-year commitment.

Do I Get Any On-Going Help With The Basic Or Essential Planning Package?

Absolutely! If you have questions about The Retirement Builder or any investment that you got through us, we will always be readily available to provide guidance. 

However, unless you are paying for on-going retirement management, the advice and support will be limited to the investments you received through us and the plan itself. 

Why Are You Named After A Jellyfish?

A jellyfish (the immortal jellyfish) is the only biological animal that can live forever. When you consider your goals, the jellyfish may be one of the best representations of your retirement.

Also, jellyfish don't have a heart or brain. They operate based on principle. We believe your retirement should be based on principle as well. Don't let emotions cloud your judgment and decisions.

Lastly, jellyfish's tentacles never get tangled. Too often, retirees get tangled up with their investments and retirement plan. From liquidity problems to having too much risk when the markets go down, there are countless ways you can get stuck. Your retirement should flow like a jellyfish, free from a tangled mess.

What Do You Discuss In The 60 Min Q&A?

The purpose of the 60 min Q&A is to review the principles of retirement, discuss what you have built in The Retirement Builder, answer any questions you may have about retirement, and determine if you want to plan with us or not. At the end of the call, we will briefly review the different planning levels. It's OK if you decide you don't want to plan with us. 

Can I Cancel On-Going Retirement Management?

Yes. On-going retirement management is an annual agreement that may be canceled at any point. We bill for the year on January 1 of each year, and that takes care of all services for that year.

We do require that all retirees on the on-going retirement management program have a credit card on file.