The Right Plan Changes Everything
Retire With Confidence
For people who've spent a lifetime doing everything right, we connect you with a licensed fiduciary who can take the stress out of retirement planning.
- Completely Free, No Catch
- Fiduciary Advisors Only
- Zero Obligation
Access To 29+ A-Rated Insurance Carriers
Logos are property of their respective owners. RetireEasy is not affiliated with or endorsed by these companies.
- States Served
- 50States Served
- To Get Matched
- 60 SecondsTo Get Matched
- Fiduciary Network
- 100%Fiduciary Network
THREE SIMPLE STEPS
How It Works
In about 60 seconds, you'll be matched with a licensed fiduciary. Completely free. Zero pressure. Zero obligation.
- 01
Take The Quiz
Answer a few quick questions about your retirement goals, where you are today, and where you want to be. It takes about 60 seconds. Zero obligation.
- 02
Get Connected With A Fiduciary
Based on your answers, we connect you with a licensed fiduciary who specializes in your specific situation, whether that's protecting your savings, growing your wealth, or creating retirement income.
- 03
Get Clear Guidance
Your matched fiduciary helps you build a plan that actually fits your goals, walks you through your options, and answers every question you have along the way. No pressure, no sales pitch, ever.
KNOW YOUR OPTIONS
There's No One-Size-Fits-All Retirement Plan
Every retiree's situation is different. Your matched fiduciary helps find the right mix of strategies for your goals, timeline, and risk tolerance.
Managed Accounts
A professionally managed investment account built around your specific goals and risk tolerance, not a one-size-fits-all portfolio. Monitored regularly and rebalanced as needed to keep you on track. Best for the portion of your money you want handled by an expert, not managed on your own.
Learn more→Multi-Year Guaranteed Annuities (MYGAs)
Locks in a guaranteed rate for a fixed term, often 3 to 10 years, backed by the issuing insurance company. Grows tax-deferred and typically offers higher rates than a traditional CD. No market exposure, no surprises. Best for the portion of your money you want to keep completely safe.
Learn more→Fixed Indexed Annuities (FIAs)
Your money grows tax-deferred when the market goes up, and stays protected when it goes down. There's a cap on how much you can gain, but a 0% floor means your principal is protected from market downturns. Best for the portion of your money you want to grow safely.
Learn more→Income Annuities
Turns a portion of your savings into a guaranteed monthly paycheck for as long as you live, backed by the issuing insurance company. Best for the portion of your money you never want to worry about running out.
Learn more→Buffered Investments (UITs/ETFs)
Works a lot like a Fixed Indexed Annuity, balancing growth and protection. Often with higher growth caps, but the downside isn't fully protected. If the market drops far enough, you can still lose money. Best for the portion of your money you want in the market, without taking on the full risk.
Learn more→Not Sure Where To Start?
It only takes 60 seconds to get matched with a fiduciary who can help walk you through your options.
WHAT MAKES US DIFFERENT
Why Should You RetireEasy?
We won't bury you in confusing charts or push you toward a decision, because retirement planning shouldn't feel complicated or stressful. Just honest guidance, full transparency, and a plan built by fiduciaries to help you reach your goals.
A Legal Duty to Put You First
Every professional in our network is a fiduciary, legally required to put your interests above their own. Most advisors just have to sell you something "suitable." That's not good enough for us. We think you deserve better than "suitable."
No Hidden Fees, No Fine Print
Before you make any decisions, we make sure you understand the full picture: what it costs, how it works, and what you're actually getting. No confusing terms, no buried fees. No surprises later.
A Plan Built Around You
There's no one-size-fits-all retirement plan. We take the time to understand your goals, risk tolerance, and timeline to match you with the strategies that make sense for you.
100% Free. No Catch.
There's no cost to use RetireEasy. No fees, no obligation, and no pressure to move forward if it's not 100% the right fit. Most people pay for a plan like this. You won't.
TRUST IS EARNED
Every Fiduciary Meets Five Standards First
Retirement planning is a long-term relationship, not a one-time transaction. You're trusting someone with a lifetime of savings. We don't take that lightly. Before we connect you with anyone, we make sure they're worth your trust.
We only work with professionals holding an active securities license and state insurance license. That means your options aren't limited by what they're allowed to sell.
WHO WE HELP
Wherever You Are, We Can Help
Everyone's retirement is different, but the worries that come with it usually aren't. Here are a few we help with most.
Not Sure What To Do With Your 401(k) After Retiring
Rolling over decades of savings for the first time is overwhelming, and there's more than one way to do it. Your matched fiduciary walks you through where to roll it, how to invest it, and when to use it, so you're never guessing.
HAVE ANY QUESTIONS?
Frequently Asked Questions
Get answers to the most common questions about our service and retirement planning in general.
Yes, our matching service is completely free to use. Some strategies involve a commission built into the product, others may involve an advisory fee. Either way, your fiduciary discloses it clearly before you decide anything, no surprises.
Ready To Take Control Of Your
Retirement?
Get matched with a fiduciary who's legally required to always act in your best interest. It's free, takes about a minute, and there's zero obligation.
- 100% Free
- Fiduciary-Only Network
- Zero Obligation