7-Day Free Trial
Know the exact breakeven point. For every client.
A purpose-built Social Security breakeven calculator for financial advisors. Two strategies, compared side-by-side. SSA Period Life Tables built in. Spousal benefit math that's actually correct.
$29 / month
Billed monthly. First 7 days free — cancel anytime.
Annual plan available at $290/year — two free months9
Strategies Compared
SSA
Period Life Tables
100%
Spousal Math Coverage
∞
Saved Scenarios
What's included
- ✓Unlimited client scenarios
- ✓Two-strategy side-by-side comparison
- ✓All nine spousal scenarios modeled at once
- ✓SSA 2023 Period Life Tables + health tiers
- ✓Full spousal benefit calculation
- ✓Save and reload unlimited scenarios
- ✓White-Labeled Print / PDF output
Your first 7 days are free.
Full access starts immediately. Cancel before day 7 and you won't be charged — no forms, no phone call, no questions.
SSL Encrypted
Secured by Stripe
Cancel anytime from your dashboard
