We are experts in and focused on helping people efficiently use their assets (decumulation) to achieve a secure income, SO THAT they can pursue their dreams.
We are continually enhancing & refining our collaborative planning process. You can do it yourself for free, use our advanced tools for a small fee or work with an expert who can provide holistic planning for a fixed fee when and where you want.
What are your goals, what kind of lifestyle do you want, where do you want to live, how much risk are you comfortable with, do you want an encore career, will you consider home equity, do you want to hedge longevity risk, how is your health – we collaboratively work these kinds of questions through to create a retirement plan that is unique to you.
Most of the investment industry is pushing you to save & invest more – since their fees are based on your total assets. Unlike many advisors we are paid a flat fee by you so we have no incentive to push a particular product or provider. This removes any conflicts of interest. NewRetirement and our expert team is paid for the services we provide to you – just like a lawyer or CPA. If you have $250K or $1M or $5M – our pricing is based on what you need – not on how much you have.