FOR FINANCIAL ADVISORS & RIA FIRMS
Help your clients see
retirement more clearly.
We’re building RetireLuma to help advisors connect retirement decisions, explore client scenarios, and explain the tradeoffs that shape a household’s next chapter.
In development · Built for financial advisors and RIA firms
Bring the planning conversation together.
Clients bring connected questions: when to retire, how to fund their lifestyle, and what to leave for family. RetireLuma’s vision is to help you discuss those questions in context.
SEE THE CONNECTIONS
A connected retirement picture.
Bring income, tax considerations, healthcare needs, and legacy priorities into the same discussion.
EXPLORE THE ALTERNATIVES
Scenarios with visible assumptions.
Help clients understand what changes between possibilities and which inputs deserve a closer look.
LEAD WITH CLARITY
Your advice at the center.
Use the planned experience to support a focused conversation grounded in the client’s circumstances.
DESIGNED FOR ADVISOR-LED PLANNING
From a client question
to a more focused review.
01 / FRAME
Establish the client picture.
Clarify household goals, priorities, and the information needed for a useful comparison.
02 / EXPLORE
Consider the possibilities.
Compare the questions raised by different retirement dates, income choices, and spending priorities.
03 / DISCUSS
Agree on the next conversation.
Explain the tradeoffs and identify what to review with the client and other professionals.
Built for advisors.
With clients in the conversation.
Our initial audience is independent financial advisors and RIA firms looking for a clearer way to discuss retirement decisions with their clients. RetireLuma is being shaped around that relationship.
RetireLuma is in development. This page describes the planned product direction; these capabilities are not currently available.
Advisor pilot details will be shared as the product develops.
