ADVISOR PILOT
Help shape your next
retirement conversation.
We’re inviting financial advisors and RIA firms to help shape RetireLuma around the questions they encounter in practice.
In development · Expressing interest is free and creates no participation commitment.
The feedback we’re looking for.
Your workflow
Where do gathering assumptions, comparing scenarios, or preparing for a client review become difficult?
Your client conversations
Which retirement choices are hardest to explain, and what would make those discussions clearer?
Your perspective on the product
What feels useful, unclear, or missing in the concepts and previews?
What happens next.
Share your interest
Tell us about your firm, role, and a general planning challenge. You’ll receive an on-screen confirmation.
We review your inquiry
The team may follow up at your work email to understand your needs and discuss potential participation.
Decide when there’s a fit
Any activities, timing, and terms will be discussed before you choose to participate. No pilot place or access is guaranteed.
Tell us about your firm.
By selecting “Express interest,” you ask the RetireLuma team to contact you about this inquiry and possible pilot participation. Read our privacy information.
Share general workflow needs only. Do not include client names, account details, or confidential financial information.
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.
