Create And Enjoy Your Own Retirement

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

We are here to guide you every step of the way

Schedule a call or sign up for a course so you can have your plan, projections, and expectations reviewed and confirmed with a salaried-only Retirement Pro!

Planning Packages

Want a Retirement Pro to guide you in creating your retirement?

Pick the package that's right for you and we'll get started.

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?

$1,500 annually with a one-year commitment.

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.

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.