Limited Client Capacity
The clarity your
wealth deserves.
Most retirement plans are static. Ours is a stress-test for real life, revealing hidden tax traps and market risks before they become costs.
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500+ Plans
Delivered this year
Retirement Readiness
Analyzed
72Score
Tax EfficiencyNeeds Review
Market RiskModerate
Legacy ScoreOptimized
$140k Gap
Tax Leakage Found
A Fiduciary Method
Mathematical clarity, not guesswork.
Hidden Risk Discovery
We stress-test your current portfolio against the worst market cycles in history.
Tax Alpha Strategy
Identify exactly how much you're losing to avoidable taxes in your withdrawal sequence.
Fiduciary Review
Your review is done by an adviser held to a fiduciary standard, with every conflict disclosed in our Form ADV.
"I thought a 4% withdrawal rule was enough. Authentikos showed me how a tactical Roth conversion strategy would add $240,000 to my net worth over 20 years."
Robert Chen
Retired Tech Executive
Simple, transparent
investment.
Start with clarity. Upgrade for strategy. No recurring fees, no percentages of assets.
FiduciaryStandard
No SalesPressure
Foundational
Free
A comprehensive look at your current readiness and biggest risks.
- Retirement Readiness Score
- Major Gap Identification
- Market Stress Test
- Advisor Prep Guide
Most Impactful
Guided Plan
$499
Tactical tax and withdrawal strategies with expert oversight.
- Everything in Foundational
- Tax-Aware Withdrawal Sequence
- Roth Conversion Analysis
- Social Security Optimization
- 30-Min Strategy Call
Comprehensive
$1,499
The ultimate roadmap for high-complexity estates and legacies.
- Everything in Guided
- Estate & Legacy Analysis
- Multi-Scenario Projections
- 90-Day Implementation Support
- 60-Min Deep Dive Session