A few years back, we built the financial and Social Security planning technology for financial advisers so they can help their wealthy customers. This technology has been tested and is relied upon by thousands of financial advisers today. We recognized that the number of customers who were benefiting from our technology was very small compared to approximately 4 million people that retire every year. A vast majority of whom lose tens of thousands of dollars in the form of lower Social Security benefits, higher investment fees, lower returns on their savings, tax penalties, and lacking clarity on their overall finances. We wanted to have a bigger impact and help more and more people from our technology. This led to the birth of Silverwealth, with a focus on helping people who are either near retirement or already retired and find a smart human financial adviser expensive.

Silverwealth maximizes the financial outcome from Social Security and retirement savings. (And yes, it’s free!)