Updated August 14, 2023
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Retirable

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$30M
Years in business5+

About Retirable

Retirable is a trusted ally in retirement planning, boasting a team of experienced financial advisors and holding the esteemed status of a Registered Investment Advisor (RIA). With a commitment to redefining retirement strategies, the firm empowers retirees through personalized guidance, enabling them to maximize their retirement years. As a forward-looking RIA, Retirable equips retirees with essential tools and resources, ensuring a confident and secure approach to managing their financial future during retirement.

What makes Retirable stand out?

Retirable stands out due to its unwavering dedication to retirees' holistic well-being. With a team of U.S.-based licensed fiduciary advisors, Retirable goes beyond conventional financial advice, specializing across retirement realms like income, healthcare, housing, and lifestyle. The comprehensive approach, coupled with personalized guidance and real-time adjustments, ensures retirees have a trustworthy partner to navigate every aspect of their retirement journey.

What services does Retirable offer?

  1. Income: Retirable's Income service offers retirees the assurance and ease they need to manage their finances throughout retirement. With a customized investment approach that generates dependable monthly income, retirees can confidently align their spending with their lifestyle. The service provides clear insight into safe withdrawal amounts, adjusting dynamically based on actual spending. Retirable's debit card simplifies spending, optimizing tax efficiency. Guided by dedicated advisors, retirees can create personalized investment strategies and spending plans that ensure their savings longevity. By consolidating savings into Retirable IRAs, utilizing retirement-focused tax strategies and investment allocations, and offering real-time adjustments, retirees can enjoy peace of mind while effortlessly navigating their retirement journey.
  2. Investing: Retirable's Investing services offer strategic investment solutions designed to withstand market fluctuations and ensure financial stability for retirees. By categorizing investments based on short and long-term goals, Retirable optimizes tax efficiency and prepares retirees for a resilient future. The approach divides investments into risk-appropriate buckets: Cash for immediate needs, Stability for consistent growth, and Growth for long-term rewards. This personalized strategy takes into account risk tolerance and works in harmony with Social Security and other income sources. With features like tax minimization, inflation planning, and low-cost expense ratios, Retirable is committed to providing retirees with trustworthy, well-rounded, and cost-effective investment options that contribute to a more secure retirement.
  3. Spending: Retirable's Spending benefit introduces a purpose-built card designed exclusively for retirement expenditures, facilitating tax-efficient spending directly from your savings. With the added advantage of an impressive 5.12% Annual Percentage Yield (APY) on your cash balance, Retirable's high-interest account supports prudent financial management. This card serves as a companion to your retirement plan, ensuring you stay on budget by allowing only safe-to-spend funds each month, bolstered by your spending plan. The seamless integration of various income streams, including Social Security and pensions, streamlines tax-efficient spending. Additionally, retirees can track and optimize their cash flows with ease, while enjoying the benefits of high interest rates to combat inflation and accelerate emergency savings. Retirable's spending card not only simplifies retirement finances but also enhances your financial well-being by making your money work harder during retirement.
  4. Financial Advising: Retirable's financial advising services offer retirees a complete spectrum of expert guidance to ensure a secure and fulfilling retirement. With a dedicated team of U.S.-based licensed fiduciaries, retirees benefit from holistic retirement planning that encompasses income, healthcare, taxes, housing, legacy goals, and lifestyle aspirations. By providing personalized strategies and real-time adjustments, Retirable empowers retirees to make informed financial decisions and navigate the complexities of retirement with confidence.

Why work with Retirable?

Retirable offers retirees more than just financial advice – they provide a dedicated advisor who specializes in all facets of retirement planning. With a focus on holistic well-being, Retirable's licensed fiduciaries guide retirees through intricate decisions regarding income, healthcare, housing, taxes, legacy goals, and lifestyle aspirations. This comprehensive support, delivered by experts who prioritize retirees' best interests, ensures a secure and fulfilled retirement experience.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Housing
  2. Legacy Goals
  3. Lifestyle
  4. Taxes
  5. Health Care
  6. Social Security
  7. Investing
  8. Financial Advising

More about Retirable

DesignationsMinimum asset threshold
RIA$100K - $250K
Firm CRD NumberNumber of advisors
3074722

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Advisors at Retirable

advisor
Focus areasRetirement Planning, Investment Management
New York, NY

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Assets Under Management

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