SimplyWise is a comprehensive retirement planning platform that simplifies financial decisions for individuals nearing retirement. It offers tools for optimizing Social Security benefits, managing retirement savings, and exploring annuities. SimplyWise aims to empower users with clear, actionable insights and personalized guidance to secure their financial future effectively.
Retirement Planning For Boomers
Wizest
Build a Team You Trust with Wizest. Browse their universe of financial experts – Leaderboards, expert profiles, and performance history make it easy to choose. Add experts to your team and copy their portfolios in one click.
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.
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 is transforming estate planning by making it simple, affordable, and accessible. In just 15 minutes, you can secure your future and protect the people and causes that matter most—because everyone deserves a plan. Your life. Your legacy.
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.
Go2Income
Go2Income helps retirees or near-retirees secure their retirement with more dependable, spendable income.
Gerry
Gerry is a concierge service provider, helping families find the right assisted living homes for elders. The company provides its services related to assisted home living, financial planning, memory care facilities, family support, and communication, providing families with personalized recommendations and advice to find a suitable facility for their loved ones.