Account Balance Monthly Price
 0 - $50,000  $9
 $50,000 - $100,000  $29
 $100,000 - $150,000  $49
 $150,000 - $200,000  $69
 $200,000 - $250,000  $89
 $250,000 - $300,000  $109
 $300,000 - $350,000  $129
 $350,000 - $400,000  $149
 $400,000 - $450,000  $169
 $450,000 and up  Contact for pricing
  1. How much does the service cost? We strive to be completely transparent when it comes to fees. Our pricing is based on a monthly subscription model that scales with your account balance. You can pay like you would for any other subscription service, with a credit or debit card.
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    Subscriptions start at $9 monthly for the first $50k, and then $20 for each additional $50k managed.

What we're all about:

  1. 1Custom retirement planningYour greatest financial risk is not having enough money to retire. We help you stay on track with a plan that’s tailor-made for your financial goals.
  2. 2Professional account managementWe use advanced financial modeling to build you a diversified portfolio from the funds available within your retirement plan. We’ll continue to optimize your account by making trades on your behalf, rebalancing your investments at least quarterly.
  3. 3Here for the long runWe've been helping clients plan for their future for the last 20 years. We’ll help you make a plan, and we want to be there to see it through. We'll support you with ongoing advice and access to an intuitive dashboard to help you manage your investments.
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More than your average robo-advisor

  • Dedicated retirement counseling1We're your full-service partner in retirement planning. We use technology to make investing intuitive, but we understand that sometimes you just need to talk to a human. Contact someone on our team of dedicated retirement planners if you need advice.
  • Uncompromising security1We use 256-bit encryption and bank-level security to make sure your data is safe.
  • Complete transparency1No hidden costs and no long-term commitment. We're up front about our fees, and you can sign up for or cancel our service at any time.
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Start securing your financial future in less than 5 minutes.

Contact Client Success

Complimentary analysis.

We believe everyone should have access to quality retirement planning. Our initial review before you sign up is complimentary. We’ll perform a gap analysis with your retirement accounts so you can identify what you’ll need to retire and how to get there.

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Still not certain? Check out our FAQ.