Retirable specializes in retirement planning and income strategies to help client spend their retirements with more. Our mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, we're helping U.S. pre-retirees find their way to the futures they deserve.
We take a holistic planning approach across all your needs, including lifestyle, healthcare, and housing, with a primary focus on providing reliable retirement income each month that's designed to make your savings last. We specialize in helping clients start planning for retirement, transition into retirement, and live comfortably and confidently through retirement.
As a client, you'll receive:
- A dedicated financial advisor helping out every step of the way
- A dynamic retirement plan, designed by your advisor
- Guidance at every step of your retirement journey: from Social Security to healthcare to taxes
- A safe to spend income plan designed to make your savings last
We are a nationally registered investment advisory firm and all advisors are licensed fiduciaries, meaning we are held to a higher standard to only make recommendations with your best interests in mind.
If you're interested in learning more, please enter your contact information using the blue button below, and one of our licensed advisors will reach out soon to schedule your free retirement consultation to better understand how we can help. Thanks for your interest in Retirable!
|Firm Start Year:||2019|
|Name of Custodial Firm:||Apex Clearing|
|Work with the following types of clients:||Individual Investors|
|Advisory Services Provided:||Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers|
|Can meet clients in the following ways:||Video Conference, Via Phone|
|Firm's Number of Clients:||180|
|Firm's Number of Planning Clients:||85|
|Firm's Number of Managed Clients:||95|
|Assets Managed by Firm:||$6,500,000|
Compensation and Fees
|Compensation Methods:||Flat Fee, Based on Assets|
|Fee % Based on Assets:||0.75%|
|Additional Details on Charges:||Clients don't pay any fees for managed assets above $500,000.|
|Minimum Fee Charged for Managed Accounts:||$250|
We are experts at retirement "decumulation," which is the process of strategically spending down your retirement savings to balance providing enough income each month while ensuring your savings last as long as you need. We'll show you how much you can spend each month from sources such as your Social Security, pension, 401(k), 403(b), IRAs or other savings, while setting aside one-time or recurring goals (such as travel or leaving a legacy gift).
We specialize in all things retirement - from navigating Social Security to determining healthcare needs to optimal tax strategies - with a focus on helping you plan to live comfortably and confidently in retirement. We work with clients across all stages of retirement planning: from just getting started to transitioning out of the workplace to those already retired. We'll help you take a holistic approach to help you generate income to balance your lifestyle, healthcare, and housing needs.
For clients already retired or retiring soon, we'll invest your savings based on a custom plan designed to send you reliable paychecks each month. We'll always show what's safe to spend next, while you simply choose how much you'd like to withdraw. If you choose to withdraw more or less than your safe-to-spend amount, your plan automatically updates to help your savings last.
Our goal is to help make planning and living through retirement simpler - and that starts with helping consolidate your savings. Your dedicated advisor will help you rollover your 401(k)s and 403(b)s together with any IRAs with a focus on tax efficiency.
How are you compensated? How will I pay for your services?
Investment Management: 0.75% of managed assets up to $500,000. Free for assets over $500,000. Financial Planning: $250 per year
Registered Investment Advisor:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|