Now Is The Best Time To Refinance Your Retirement

Discover Why Americans Are Rushing Back To This Depression-Era “Retirement Safety Net.”

No strings attached. In order to see if you can qualify for a Retirement ReFi™, we need to crunch your numbers in a way that nobody has done for you before, a process that only takes 15 minutes. There’s no obligation at the end, and you’ll leave with peace of mind.

How It Works

Most Americans have heard of a ‘Mortgage Refinance,’ but fewer have heard of a ‘Retirement Refinance.’ With a mortgage refinance, you pay off an old, high-interest loan to replace it with a new one that suits your goals.
With a retirement refinance, you transfer your savings from an old, underperforming account to a new account that suits your goals. But not everyone can qualify (80-90% of Americans do) because there are some legal restrictions including types of retirement accounts and how long you’ve had them for.
Retirement ReFi Steps - Infographic
ReFi Steps - Mobile Infographic


I was worried about taxes, inflation, and my legacy. Because of a Retirement Refinance, I don't have to worry anymore.
Headshot_Testimonials_Jacob E
Jacob E.
I traded in low returns and volatility for safety and higher guaranteed returns with a Retirement ReFi™.
Angela C.
Refinancing my retirement was the best decision I ever made. I locked in higher guaranteed rates so I don't have to wonder about my retirement.
Suzzane P.
Because of Retirement ReFi™, I get access to the best investors in the world that are typically only reserved for the wealthiest Americans.
Harold K.


The Retirement ReFi™ App is a proprietary technology that aggregates all the potential sources of information surrounding your retirement (investments, income, goals, expenses, etc) and produces a crystal clear picture of what you can expect to earn in retirement and how to bridge the gap to what you want to earn.

You may need a Retirement ReFi™ if:

    1. You have underperforming retirement accounts and you want to understand how to leverage the current high-rate environment to benefit your existing investments.
    2. You’ve never heard of a Retirement ReFi™ before and you want to understand how to best utilize this vehicle.
    3. You’re unsure how your current retirement savings could be maximized by utilizing a Retirement ReFi™.
REASON 1: Most financial advisors don’t know how to Refinance a retirement account or set it up to be legally tax-free for the account holder.
REASON 2: Most financial advisors only recommend the financial vehicles their company tells them to recommend.
REASON 3: Most financial advisors don’t know how to remove your risk while making your assets grow.
  • Your interest rate can be guaranteed. (You can count on consistent annual growth — even if the market crashes)
  • You can say goodbye to unnecessary and hidden fees.
  • You can activate life-long income with zero market risk.
  • You get access to exclusive investment strategies normally reserved for only the wealthiest families in America.
  • You don’t pay taxes on growth or principal. Ever. (This is 100% legal if your Retirement ReFi™ Account is set up correctly and structured according to the current IRS tax code.)
  • Americans are rushing to Refinance their retirements for two reasons:
    1. Because of the current uncertainty in stock markets, political and geopolitical landscapes.
    2. Because they want to leverage the current high-interest rate environment to their advantage before it’s too late.

    Contact Us

    If you want to see how Refinancing your Retirement may help you have more consistency, clarity, and income in retirement, press the button below and we’ll get back to you.