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About is the authoritative retirement and financial planning online resource. Our aim is to streamline the financial planning process so you can build up a sizeable nestegg and retire with peace of mind. We're driven to provide you with objective advice and easy-to-use tools to make your financial planning smarter, faster, and more convenient. We want to save you lots of time and money, and guide you to financial independence.

Transparent Business Model

While we strive to provide a much free online information about retirement and financial planning as possible, is a for-profit business. We believe in being up front about our business model. All of the resources on the site are provided free of charge, with no string attached. We make money off of referrals to various finance and insurance related services such as financial planning, retirement planning, life insurance, and annuities. Our hope is that a small percentage of visitors find our resources handy and choose to expedite their plans via one of these services. All services are offered without obligation or spam.

How We Save You Time and Money

Investment, financial planning, and insurance can be tricky topics to navigate. You can go it alone or leverage one of our financial advisors to guide you through the process. A financial advisor is licensed expert on retirement planning and finance management who can anwser indivdualized questions, help you avoid rookie financial planning mistakes, and help you find best-of-breed financial products like CDs, IRAs, and Annuities. But, if you feel like going it alone, we support that too. That's why offers a host of expertly-written articles covering all aspects of the financial planning process, from IRAs to estate planning. And even though we offer referral services, our priority is to provide free objective information.

Why Give Us a Chance

We can't guarantee that everyone using a licensed financial planner will save thousands of dollars, but if you're serious about building a solid retirement nestegg over the course of the next few decades, chances are an expert advisor can help you earn a lot more and lose a lot less. Worst case scenario, you lose 10 minutes of your time speaking with an advisor.

A Better Way To Plan For Retirement

Sounds good, but how does it actually work? Easy. Just fill out the online form at the top of any page on to get in touch with a licensed finacial advisor. Instead of looking through a phone book, let our system automatically match you up with a top-rated advisor in your area and ask him or her to contact you.

Our connections with licensed financial advisors across the country means you'll receive the most qualified financial help available, with access to the best financial products. Don't be fooled by the promises of get rich quick schemes — none of them work, and if they did, no one would ever share that information with you. Real value is built through hard work and prudent planning. Saving money and actually speaking to a trained professional who can analyze your unique financial position and recommend appropriate investment strategies and products are the keys to a successful retirement.

Secure & Confidential

Unlike other sites, we don't share your information with anyone other than the advisors you request to contact. We don't SPAM or pester you with newsletters. As soon as you click the submit button, your data is sent through an encrypted channel, processed real-time, and matched up with an appropriate advisor in your area. Because our advisors are eager for your business, you can speak with an advisor (typically) within the hour.

Once you try our referal service, you'll see why planning for retirement on your own doesn't make sense; neither does working with an agent who charges you an arm and a leg and doesn't have your best interest as heart. Visitors using RetirementEgg are consistently surprised at how effortlessly they found reliable advisors right next door and formed relationship that lasted for years. Many of them had their own agents, but got better advice and more competitive financial products from ours. Because retirement planning is a long-term process, fees and common pitfalls add up to large amounts of money lost, so we can confidenlty say our clients save thousands of dollars.

How RetirementEgg Works

  1. Determine which stage of the Retirement Roadmap you're at.
  2. Research your retirement planning and investment options:
  3. When you're ready to speak with an advisor, click the Start Now button.
  4. Complete the one page form.
  5. Receive a call from a top-rated advisor within hours.

Products You Can Trust

When you hand over your hard-earned retirement money to a financial advisor to invest in an instrument like a CD, IRA, or annuity, trust is of utmost important. That's why we partner with advisors with access to products from top-rated financial companies such as:

  • Pacific Life
  • Amerprise
  • Fidelity
  • ING
  • John Hancock
  • Vanguard
  • Axa Equitable
  • Mutual of Omaha
  • Edward Jones
  • Prudential