If You Had The Tools To Create Your Retirement, Would You?

Don’t worry, we’ll guide you ever step of the way

Once I Click “Get Started”, How Do I Create My Retirement?

At Jellyfish Wealth, we created The Retirement Builder, a web-based app that calculates your entire retirement in 5 min or less. See how it works below.

Step 1: Create An Account

Click the button “Get Started”, fill out some basic information, and create an account with Jellyfish Wealth. Once your account is created, you’ll be able to log in to the Client Dashboard as seen below.

Step 2: Enter In Some General Information

Click on “The Retirement Builder” and fill out some general yet relevant information about your retirement. Based on these numbers, The Retirement Builder will calculate instantly what your retirement could look like.

Step 3: Review Your Retirement Projections

Once you click “Calculate”, you’ll be able to see what your retirement could look like. Review your projections. Not happy with what you see? Adjust your retirement start date, when you file for Social Security or your desired net annual income. By playing with these numbers, you should be able to see when you can retire with the income you want.

What’s Next?

Once you have results that work for you, schedule a 10 min complimentary call with a Retirement Pro. On the call, you’ll review your numbers, answer any questions, and decide if you want to continue working with Jellyfish Wealth or not. 

Our Retirement Pros are salaried only. They are required to act in your best interest. At the end of the call, you can determine if you want to proceed with Jellyfish Wealth or not.

Aspects Of Retirement Planning To Consider

Retirement Planning is complicated. We are here to shed a light on the different areas you may need to consider as you put your plan together, whether that is with us or someone else. 

Income Planning

How much do you need, net of tax, to be able to retire? If markets go down, can you still afford that lifestyle?

Investment Planning

Are you still diversified for growth, like when you held a job and had a paycheck coming in? If so, it may be time to consider adjusting your portfolio and investments.

Healthcare Planning

Can you afford the cost of declining health? Some will self-insure while others may choose other options. What will you do?

Tax Planning

If taxes are relatively low and national debt is historically high, do you believe taxes will go up? If so, do you have a plan to anticipate the possible change? 

Estate Planning

Do you have an updated trust? A great way to ruin family relationships is to leave it to them to figure it out. Are your documents in order?

Retirement Overview

Do you have a retirement plan that you understand? It should include income, investment, healthcare, tax, and estate planning.

*Diversification does not ensure a profit or guarantee against losses.

Ready To Create Your Own Retirement In 10 Minutes Or Less?

It won't cost you a dime but could show you how to retire years before you thought you could...