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Retirement Planning For Boomers
Worthright
Worthright helps families and professionals quickly understand what a family can afford as they transition through a post-retirement life. Worthright’s team of specialists can help find income from existing assets, reduce the the cost of basic bills or insurance premiums and advocate for a family throughout the entire process.
Vantik
Vantik: Retirement planning and saving money made easy and flexible. Their vision is a simple and secure private pension that is as flexible as life itself, their mission is to inspire millennials saving for their future.
Silvur
Silvur is a retirement planning app that helps baby boomers reach their retirement goals. It provides those entering their second and third acts of life with a no-fear retirement plan, giving users the ability to improve their financial fitness over time. Plan your entire retirement at the power of your fingertips.
Silver Bills
Developer of bill paying technology intended to take over the burden of paying bill for seniors. Silver Bills’ technology receives clients’ bills electronically, scrutinizes and pays them, employs technology-based secure systems to alleviate the hassles of daily money management and charges an economical, flat monthly fee, enabling elderly Americans and their families live in their homes without the stress and anxiety that often accompanies paying bills.
Retiree Income
Retiree Income is retirement planning software solution for fixed income, social security, and tax- efficient withdrawals. The company was founded on the belief that there is a better way to serve retirees or people getting ready to retire—one that is smarter and more personalized.
ReFrame Financial Planning
ReFrame Financial Planning is on a mission to shift the mindset around financial planning and “traditional” retirement. ReFrame Financial Planning helps those who are looking for a new way to engage with a financial advisor. With one-on-one engagement, purposeful conversations, holistic financial planning, transition coaching and practical education.
Retirable
Retirable’s mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, they’re helping U.S. pre-retirees find their way to the futures they deserve.
Life Legacy
Life Legacy creates a mission-driven channel that current life insurance buyers don’t have access to or knowledge of. Their platform instantly allows members to find an affordable plan, support the charity of their choice by paying monthly premiums, and most importantly, leave the world a better place.
Income Solutions
Hueler Companies launched the groundbreaking Income Solutions platform, a web-based lifetime income annuity purchase system. Income Solutions Platform is a lifetime income annuity marketplace with simple, streamlined tools that can help you turn savings into a paycheck for life or an income stream you won’t outlive.
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