What would you want to do when you retire?

Is it to travel the world, kick back and relax or help other people to achieve their dreams? Whatever your choices, a sound financial plan can help you to make that happen. Start yours today with our simple Retirement Readiness Assessment.

Laptop image
Example of Retirement Readiness Assessment screen


We are reimagining retirement planning

Have you put any thought into your retirement? You worked hard over the years to build a great life for yourself and your family.
As you are getting close to retirement, it is critical to shift your focus to what comes next in your life.
Manage risks

Do not take more risks than you need to grow your money in the long run.

Invest for long term

Make your retirement savings work for you so you will not need to work to support your lifestyle.

Minimize taxes

Make sure your money works for you first. Save money on taxes and invest the difference.

Plan ahead

Have your financial information all in one place updated daily.

Are you on track for your retirement?

It can be tricky to come up with a plan to meet your goals.
  • When can you retire?
  • Will you be able to maintain your desired lifestyle?
  • Does your plan consider the effects of inflation?
  • How much of your savings can be lost in taxes?
  • We can help you create a comprehensive retirement plan using a holistic financial planning approach. You can use the plan to guide you through important decisions before and after retirement.
    Get ready to enjoy your retirement by having the right plan in place.


    Plan your financial future

    See all your information in one place. Connect your accounts and get daily updates.
    Model different scenarios. Stress test your plan.
    Example of Financial Planning Snapshot screen
    Example of Retirement Analysis screen

    Easy sign-up process

    We make it easy for you to start your retirement planning process.
    Start planning in 15 minutes
  • Create free planning account
  • Use a guided process to collect your financial information
  • Link your accounts to get daily updates
  • Track your net worth, spending, investments, and progress toward your goals

  • Copyright © 2023 Retegy LLC. All rights reserved.

    Vladimir Kouznetsov, EA, CFP® is an investment advisor representative at Retegy LLC.
    Retegy LLC is a registered investment advisor offering advisory services in the State of California, Washington, and other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Retegy LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption.
    The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible under applicable laws, Retegy LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Retegy LLC does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Retegy LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Retegy LLC or a Retegy LLC authorized representative has been advised of the possibility of such damages. In no event shall Retegy LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
    ADA Compliance Policy: Retegy LLC is committed to keeping our site compliant with the Americans with Disabilities Act. We welcome feedback on how to improve our site to make it accessible to everyone.