Monthly subscription software that helps you implement your plan. Get help when you need it.
Access to key personalized strategies created for your situation.
Analyze and Compare unlimited strategies you create.
Access to premium strategies identified based on your household details.
Rebalancing – Easily determine how to rebalance your portfolio after you withdraw.
Model Portfolios – Select from a low cost, optimized portfolio developed by Dr. Reichenstein, other premium model portfolios or create your own models and manage them over time.
Dashboard tracks your progress to your selected plan.
Access to expert consultations – $125 for a 30-minute session.
For a fee we will assist you in set-up, give annual reviews of your financial strategy and more.
Premier subscription for 12 months
Complete set-up and annual review of your account and selected strategy
One-hour training session to review features
Up to 3 Income Strategy consultation sessions
Social Security consultation and filing assistance
Save $300 Instantly
Portfolio management | Financial Advice | Paycheck in retirement
Our full-service registered investment advisory firm can manage all the detail for you.
Pricing based on your total household portfolio value