BUILT FOR FINANCIAL ADVISORS & RIA FIRMS
Retirement planning.
Clearer with AI.
Explore retirement scenarios, understand the tradeoffs,
and prepare clearer client conversations.
In development · Help shape what comes next.
Read the video walkthrough
A fictional household, Alex and Jordan, asks what would change if they retired two years earlier. The advisor reviews a change from age 65 to 63, confirms spending priorities, and reviews income and healthcare coverage. The comparison highlights the income bridge, withdrawal needs, and coverage questions. The final review agenda is to validate inputs, discuss tradeoffs, and agree on next steps. This is an illustrative workflow, not calculated financial outcomes or a recommendation.
THE RETIRELUMA VISION
More clarity at every decision.
CONNECT
See the whole picture.
Bring retirement income, tax considerations, healthcare, and legacy priorities into one focused conversation.
EXPLORE
Make the tradeoffs visible.
Compare the questions behind different retirement paths, with assumptions clearly in view.
GUIDE
Keep your judgment central.
Turn scenario exploration into a thoughtful client discussion, guided by the advisor.
DESIGNED AROUND YOUR WORKFLOW
From “what if”
to “what’s next.”
A planned experience that connects the client’s question to the next conversation.
FRAME THE QUESTION
Start with the household’s goals, priorities, and assumptions.
EXPLORE THE POSSIBILITIES
Consider different dates, income choices, and spending needs.
PREPARE THE CONVERSATION
Identify tradeoffs and build an agenda for advisor review.
HELP SHAPE RETIRELUMA
Built for your practice.
Shaped by your perspective.
Help shape scenario comparisons, visible assumptions, and client review preparation. Share your workflow needs and express interest in a conversation about the advisor pilot.
Questions from advisors.
Who is RetireLuma for?
RetireLuma is being designed for financial advisors and RIA firms that lead retirement-planning conversations with clients.
What is available today?
You can explore the product concept, watch an illustrative walkthrough, and express interest in the advisor pilot. Planning software, live AI analysis, and calculated client outcomes are not available yet.
What would pilot participation involve?
We’re seeking feedback on retirement-planning workflows, scenario comparisons, and client review preparation. Potential activities include discussing your needs and reviewing concepts or prototypes as they become available. Scope, timing, and any terms would be discussed before you decide to participate.
What happens after I submit the form?
You’ll see an on-screen confirmation. The RetireLuma team reviews your inquiry and may contact you at your work email to learn more about your needs and discuss potential participation. There is no published response deadline or pilot start date.
Does expressing interest create a commitment?
No payment or participation commitment is required to express interest. Submitting the form does not guarantee a pilot place or product access. Please share general workflow needs only, without confidential client information.
