With Wizard Your Financial Future is Not a Formula.
Join us for access to hyper-specific actionable retirement savings insights, based on real-time market research from veteran Wall Street investors.
The Benefits of Wizard
Market + Account News
Read market news, sector analysis, and charting in under 10 minutes.
Retirement Planning Tools
Learn best practices for retirement savings with how-tos, guides, and charts.
Account Modeling
Receive high-performing retirement account allocations for 401k & IRAs.
Long-term Stocks
Access our highly curated stock list created by our proprietary algorithm.
Don't Know If Wizard Is Right For You Yet?
We get it. Let us offer you a deep dive into our content.
Download our FREE Introductory Retirement Industry Report to learn more about accounts, investment strategies, and how we work.
Navigating Retirement Shouldn't Be Another Job.
Studies show that the goal to aim for with retirement savings is 1.8 million, but no one gives you a direct path to getting there.
Earning and putting money aside should be enough, but for low cost, no one in the industry teaches you how you can grow it most efficiently - until us.
Our suite of real-life financial industry veterans with an average of 20+ years on Wall Street use the same systems that led to 540.17% YTD returns to bring you a retirement solution.
When dealing with your future, we want to ensure you pick the best strategy, armed with knowledge and actionable resources, to make your savings work for you.
WHAT CLIENTS SAY?
"I was tired of feeling anxious about not knowing how to make sure I was ready for retirement, Wizard took the guesswork out of it."
"The monthly reports kept me laughing and learning in equal amounts."
"For the first time since I got advice from my dad i've felt comfortable with my plan and the returns are incredible."
Worried About Getting To a Comfortable Retirement?
You are not alone. 60% of Americans don't believe they will make it to a comfortable retirement. It's our mission to fix that.
Our leaders have spent 20+ years studying market conditions to provide you with a proven retirement strategy all in one place to reduce time, stress, and effort.
To show you the power of our approach, we’re offering a FREE month. See the difference firsthand.