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Do-It-Yourself (Monthly):

  • Monthly subscription software
  • Smart software helps you implement your plan
  • Get help when you need it

Basic

Subscription

$20 monthly

Subscribe

Premier

Subscription

$50 monthly

Subscribe

Choose the Right Strategy

  • Access to key personalized strategies created for your situation.
  • Analyze and Compare unlimited strategies you create.

Strategies Portal

  • Access to premium strategies identified based on your household details.
  • Filter and assess strategy options based on leading research and expertise.

Income Management

  • Get Cash – Easily identify what positions should be sold to generate income

Strategies Portal

  • Rebalancing – Easily determine how to rebalance your portfolio after you withdraw.
  • Model Portfolios – Select from a low cost, optimized portfolio developed by Dr. Reichenstein, other premium model portfolios or create your own models and manage them over time.

Monitor

  • Dashboard tracks your progress to your selected plan.
  • Access to expert consultations – $125 for a 30-minute session.

Alert

  • Proactively notifies you when you need to adjust your strategy.

Do it yourself

Monthly subscription software that helps you implement your plan. Get help when you need it.

Basic

  • Access to key personalized strategies created for your situation.

  • Analyze and Compare unlimited strategies you create.

  • Access to premium strategies identified based on your household details.

  • Filter and assess strategy options based on leading research and expertise.

$20

Monthly

Subscribe Now!

Premier

  • Access to key personalized strategies created for your situation.

  • Analyze and Compare unlimited strategies you create.

  • Access to premium strategies identified based on your household details.

  • Filter and assess strategy options based on leading research and expertise.
  • Get Cash – Easily identify what positions should be sold to generate income

  • Rebalancing – Easily determine how to rebalance your portfolio after you withdraw.

  • Model Portfolios – Select from a low cost, optimized portfolio developed by Dr. Reichenstein, other premium model portfolios or create your own models and manage them over time.

  • Dashboard tracks your progress to your selected plan.

  • Proactively notifies you when you need to adjust your strategy.

  • Access to expert consultations – $125 for a 30-minute session.

$50

Monthly

Subscribe Now!

We do it with you

For a fee we will assist you in set-up, give annual reviews of your financial strategy and more.

Premier Bundle (Annually)

  • Premier subscription for 12 months

  • Complete set-up and annual review of your account and selected strategy

  • One-hour training session to review features

  • Up to 3 Income Strategy consultation sessions

  • Social Security consultation and filing assistance

  • Access to educational webinars on important retirement topics

  • SAVE $300

$1,800

Save $300 Instantly

$1,500

Annually

Subscribe Now!

We do it for you

Portfolio management | Financial Advice | Paycheck in retirement

Financial Advice Package

Our full-service registered investment advisory firm can manage all the detail for you.

  • We work directly with you to create and review withdrawal strategies and your retirement income plan.
  • We implement the strategy you select.
  • We manage your plan and investments, including buying and selling holdings.
  • We send your paycheck every month – and rebalance your portfolio after.
  • We give you access to monitor your plan
  • Asset-based pricing based on your total household portfolio value.
  • Advisory services provided by Retirement Benchmark, LLC, a registered investment advisory firm.

Pricing based on your total household portfolio value

Up to $1,000,000 .80%
Next $1,000,000 to $3,000,000 .70%
Over $3,000,000 .50%

 

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