Start with a free snapshot of your retirement savings, an illustrative projection, and the questions to explore next. See the assumptions behind the numbers.
Know what to share, what you receive, and where a conversation can help.
Tell us your age, retirement timeline, income, savings and expected spending. Ranges are fine; no documents are needed to begin.
Verify your email, then confirm your household details in the dashboard. Statements and benefit estimates are optional for the initial snapshot.
Your snapshot is ready within 48 hours after you complete your required details. Your snapshot includes estimates, assumptions and questions to discuss.
Meet the Authentikos advisers, understand the planning process, and read the firm’s published disclosures before sharing your information.
Start free. Choose more guidance when you need it. These planning packages have one-time fees; scope, payment and meeting details are confirmed before engagement.
A starting picture of your savings, retirement timeline and areas to explore.
Tactical tax and withdrawal strategies with expert oversight.
A detailed plan for more complex retirement and legacy questions.