Loading...

Loading...

SafePathSM

Monitor retirement income safety in real-time with clear
spending guidance

Request A Demo

Real-Time Confidence Monitoring

SafePathSM gives retirees a simple way to assess
their income safety over time:

  • Safe Zone

    Continue spending as planned

  • Adjustment Zone

    Reduce spending with confidence

Built on Three Core Principles:

Infrequent adjustments by
design

Because spending reductions are painful for retirees, SafePathSM minimizes frequency and amount of adjustments

Clear safety buffer visibility

Shows feasibility of unplanned spending and provides peace of mind during market volatility or unexpected expenses like medical costs

Forward-looking retirement health monitoring

Provides proactive alerts and actionable guidance to preserve long-term plan durability

Tax Optimized

Seamless Integration

Solutions specialized to meet your needs

Our solutions are available as a white label UI or API. All are customizable, flexible, and designed to provide value across multiple market segments. Each solution is built for quick integration.

Higher Safe Income

Personalized Strategies

Explore How Income Discovery Can Help Your Business Grow

Lets Connect