Simplify Your Retirement

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

A New Way To Prepare For Retirement

Work with a Retirement Pro that is salaried only (no commission incentives)

The Retirement Builder

Calculate what your retirement could look like in 5 minutes or less.

 

  • NSee Projected Income
  • NProject Years Into The Future
  • NOptimize Social Security
  • NOrganize Multiple Sources Of Income
  • NSee Projected Net Worth
  • NAnd More

Jellyfish Wealth Services

Prepare for your retirement under one roof.

 

  • NIncome Planning
  • NSocial Security Optimization
  • NInvestment Planning
  • NTax Planning
  • NEstate Planning
  • NAnd More

Stressed About Retirement?

Jellyfish Wealth can help you prepare for retirement.

Get started by submitting some basic information to run your numbers. See what your retirement could look like in 5 minutes or less.

See Your Retirement

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

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Book A 15 Min Live Demo

Want to talk with someone who can walk you through the analysis?

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Why Jellyfish Wealth?

Did you know that 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.

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.

When you work with a retirement pro at Jellyfish wealth, you work with someone who is salaried (not compensated on sales or commissions). You also get coordinated advice on investments, taxes, and estate planning all in one place.

    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

    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?

    $2,000 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. 

    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 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.