Let’s talk about your next step.

Ask about your snapshot, delivery timing, a paid plan or a question about the portal.

Contact Authentikos

connect@authenticretirement.com

(877) 457-4567

Please keep account numbers and financial documents out of email. Use the document upload in your signed-in dashboard when the team requests them.

Your snapshot

Expect your snapshot within 48 hours after completing your required details. Jared Elson is your retirement planning contact.

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Sign in to your dashboard to review your information, view updates and find available review meetings.

Main office

1295 East Dunne Avenue, Suite 215
Morgan Hill, CA 95037

Office and team details on the firm’s website