Pricing

Do it Yourself Planning
Planner
Free
Build a personalized retirement plan
Model how long your savings will last
Get a retirement plan readiness score
Identify areas for potential risks
PlannerPlus Live
$25/month
Work with a designated coach to create, analyze and implement your retirement plan
Everything in PlannerPlus
Unlimited help to configure your plan
1 on 1 Meetings with your NewRetirement Coach
Option to upgrade to expert advice help with a Certified Financial Professional

Subscription is an annual basis, you will be charged $300.

Expert Help

NewRetirement Certified Financial Planner
$500 for Plan Review

Let a professional guide you through building a plan and analyzing the results

1 hour Consultation Meeting
Expert crafts a personalized retirement plan for you
1 hour Plan Review Meeting
Option for continued support from your Advisor throughout the year to discuss financial questions, unique goals and changing situations. $200/hr

“The calculations are the most comprehensive out there, encompassing all aspects of the retirement puzzle.”

Holly from Lakeland, FL

“Going into retirement is a serious adventure...and it requires a will thought out plan. NewRetirement has provided information and guidance to help us begin the journey. Thanks”

Jan from Idaho Falls, ID

“It offers a comprehensive tool to evaluate financial planning for retirement. One of the best, and independent to boot!”

Armin from El Cerrito, CA

“NewRetirement is user friendly and provides a lot of information. It is definitely the best/most efficient online retirement calculator I've used.”

Kathy from Johnson City, TN

“I’m a financial planning professor and suggest this to many of my students as a valuable tool.”

Prof from Pasadena, CA

“Specific breakdown of what to consider; ability to run differing scenarios for planning which allows for contingencies.”

Steve from Bristol, CT

Why NewRetirement?

Get The Most Out of Retirement

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.

Keep Your Costs Low

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.

Holistic and Tailored to You

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.

We’re on Your Side

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.