What would you want to do when you retire?

Is it to travel the world, kick back and relax or help other people to achieve their dreams? Whatever your choices, a sound financial plan can help you to make that happen. Start yours today with our simple Retirement Readiness Assessment.

Start Retirement Readiness Assessment

Example of Retirement Readiness Assessment screen

Advantages

We are reimagining retirement planning

Have you put any thought into your retirement? You worked hard over the years to build a great life for yourself and your family.
As you are getting close to retirement, it is critical to shift your focus to what comes next in your life.

Manage risks

Do not take more risks than you need to grow your money in the long run.

Invest for long term

Make your retirement savings work for you so you will not need to work to support your lifestyle.

Minimize taxes

Make sure your money works for you first. Save money on taxes and invest the difference.

Plan ahead

Have your financial information all in one place updated daily.

Are you on track for your retirement?

It can be tricky to come up with a plan to meet your goals.

When can you retire?

Will you be able to maintain your desired lifestyle?

Does your plan consider the effects of inflation?

How much of your savings can be lost in taxes?

We can help you create a comprehensive retirement plan using a holistic financial planning approach. You can use the plan to guide you through important decisions before and after retirement.

Get ready to enjoy your retirement by having the right plan in place.

PLANNING TOOLS

Plan your financial future

See all your information in one place. Connect your accounts and get daily updates.
Model different scenarios. Stress test your plan.

Example of Financial Planning Snapshot screen

Example of Retirement Analysis screen

Easy sign-up process

We make it easy for you to start your retirement planning process.

Start planning in 15 minutes

Create free planning account

Use a guided process to collect your financial information

Link your accounts to get daily updates

Track your net worth, spending, investments, and progress toward your goals

Блог Владимира Кузнецова, EA, CFP®

Copyright © 2023 Retegy LLC. All rights reserved.

Vladimir Kouznetsov, EA, CFP® is an investment advisor representative at Retegy LLC.
Retegy LLC is a registered investment advisor offering advisory services in the State of California, Washington, and other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Retegy LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption.
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