Retirement planning: Move confidently toward your financial future.

Retirement planning is an ongoing process, but a rewarding one. We’ll guide you through each step to make sure you’re on track for a fulfilling retirement.

What stage are you in?

Pre-retiree

No matter where you are on your journey, it’s never too late to plan for retirement. We’ll help develop a personalized roadmap to get you there.

Retiree

Your retirement plan should evolve with you. Looking to stretch your savings longer, create more income, or plan for healthcare expenses? We’ve got you covered.

Common retirement regrets**

57

Haven’t saved enough to retire.

52

Didn’t start saving early enough.

47

Didn’t account for health issues affecting retirement age.

23

Took Social Security too early.

Achieve financial fulfillment at any stage of life.

The traditional view of retirement is evolving. It’s not a fixed endpoint anymore, but rather a chance to craft a fulfilling next chapter with the freedom to choose how you spend your time and money.

Today’s happiest retirees aren’t defined by inactivity; they’re actively pursuing passions, volunteering, or coaching. Their secret? Financial security empowers them to make choices aligned with their values.

That’s true freedom.

*Source: NBER WORKING PAPER SERIES – “Financial Regret at Older Ages and Longevity Awareness”

Your future is more than a number.

While other financial planning companies ask, “what’s your number,” we ask questions like these:

How a Facet memberships work.

With Facet, you get access to a team of CFP® professionals and financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.

Our flat-fee model mean no commissions, ever.

Support from a team of CFP® professionals and experts.

Secure, industry-leading technology to manage and organize your entire financial life in one place.

Exclusive partner offers that complement your financial outcomes.

Over 0 already trust Facet.

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something.”

“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”

Gizem Y & Antonio C
Rego Park, NY

“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”

Steve E
Massachusetts

“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”

Sarah & Michael D
Raleigh, NC

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** Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.