Building financial wellness for retirement
Employees can plan their retirement and stay on track with tailored advice from our professionals, expert courses, and digital tools.
of Americans ages 50+ worry they will not have enough to last in retirement.
of Americans feel that retiring on time is unattainable for them
is the average retirement age among non-retirees, vs. 60 in 1995
AI-Powered Retirement Center
Personalized, real-time insights to keep individuals on track, help them prepare, and go through retirement.
Access to the tools and resources for education, planning, and action
Personalized Insights
Set your retirement goals and create a tailored, manageable action plan. Insights are free, unlimited, and private.
1:1 Sessions
Easily connect with trusted, vetted advisors by booking a virtual meeting. Simply log in and choose a time that fits your schedule.
Real-Time Updates
Stay in control by monitoring your financial situation live, so you can know where you stand and what steps to take next.
Insights & Visualization
Update your retirement plan as often as needed and view your progress. Get recommended actions for your specific case.
Digital Guidance
We handle the complex calculations for you, asking you the key questions needed to keep your retirement plan on course.
Community Events
Join one of our sessions to learn how to think about and plan for retirement.
Don’t just take our word for it.
"I'm a working mom, and I need 24/7 access because my fun hours are between 2 and 3 a.m. — that’s when I can get in my self-care or self-empowerment education time."
"The information you all share is valuable and it’s not convoluted. No one knows finance language, and it’s so helpful to have it broken down in a clear way. People are happier and feel so much more secure by simply understanding these topics."
"My wife and I have met with an addition advisor three times now and it's been immensely helpful for our retirement planning. So great that the two of us can both meet with an advisor."
*Disclaimer: Testimonials are from current clients of the Addition Wealth platform. No cash or non-cash compensation was provided for testimonials or endorsements.
