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Expert Retirement Planning

Financial plans for text.

Financial freedom is a prize you win when you plan well for the future. The right choices now can help you retire on your terms and timeline. Working with your Domain Money advisor we will help you craft a plan to measure your progress towards your retirement goals.
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It’s never too early to start planning
No matter where you are in your financial journey, it’s never too early to start planning for retirement. We’ll craft a personalized plan that works for your life today, but helps you stay on track for tomorrow.
Measure progress towards your goals
No one plans to fail, they fail to plan. Nearly 40% of all Americans have not saved enough to retire. At Domain Money we give you the tools and tactics to measure your progress towards your retirement goals.
Actionable steps
Our retirement planning is highly personalized for each client with specific To-Dos to help you reach your goals.
Financial freedom, defined by you
The idea of retirement has evolved as people have begun to live longer more active lives. It’s not about a finish line, it’s about having the freedom to spend your time and money on your terms.
The most fulfilled people of retirement age are still active and productive, doing what they love. The goal is set yourself up to be financially secure so you are in control of how you spend your time.


That’s financial freedom embodied. At Domain Money, our goal is to help you get there.
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Ready to retire on your terms?
Plan your future with confidence. See how much you might need to save and explore personalized strategies with a free strategy session.
What is the total value you own today? This helps us understand your current financial standing.
How old you are today? This helps us to understand how much time you have to save for retirement.
When do you dream of kicking back and relaxing in retirement?
How much money do you plan to invest each year towards your retirement? Be honest with what you can comfortability afford to save.
This is the estimated average annual return you expect on your investments. The default value we use is 8%, which represents a typical market return over a long period.
Inflation shrinks buying power. We default to 2.5% average inflation to ensure your savings last. You can adjust for a more customized view.
Imagine your ideal retirement lifestyle. How much would you spend each year in today's dollars to live comfortably?

If you retire at 0 you can live off your wealth until you are 0

0
AGGRESSIVE

This plan focuses on achieving an early retirement, which sounds fantastic!  But based on your current inputs, it might not provide enough funds to cover your living expenses for your entire retirement. Remember, retirement can be a marathon, not a sprint, and you want your savings to keep pace.

Let's chat and see if we can tweak your strategy for a longer runway.

Consider a free strategy session with a Domain advisor!

MODERATE

You've chosen a balanced approach, which is a smart start for retirement planning!  Based on your current inputs, your plan offers a solid runway.  However, retirement can last 20+ years, and unforeseen events can impact your expenses.

Let's chat and see if we can tweak your strategy to stretch those funds even further and ensure a secure, worry-free retirement.

Consider a free strategy session with a Domain advisor!

CONSERVATIVE

Excellent! This plan prioritizes security and could see you comfortably through your golden years.

Feeling confident? Great! If you ever have questions or want to explore ways to potentially boost your returns, we're always here to chat.

The calculator assumes a steady rate of return and inflation rate to estimate asset value appreciation and future living expenses adjustments. It assumes that at the retirement age, no more income is earned besides the return on the assets accumulated. This calculator is for information purposes only and shall not constitute financial or tax advice. Investing comes with inherent risks and you should always invest within your means and risk tolerance. Past performance is not an indication of future returns and you should always consult a financial advisor prior to making investment decisions.
Feel confident about your financial future
We’ll help you answer the questions that will give you the confidence to know that you are on track for retirement.
Our holistic planning process empowers clients to make informed decisions that prioritize their goals and allows them to live life on their terms. Having a dedicated professional to answer questions, whenever they come up provides clients with unparalleled peace of mind.
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__When will I be able to retire?
__Will I need additional sources of income?
__How much should I contribute to my 401(k) and Roth IRA each year?
__Will I be able to maintain my lifestyle or need to downsize?
__How would education planning affect my ability to retire?
__What is the right way to plan for unexpected healthcare expenses?
How Domain Money works
Our flat-fee model means no assets under management (AUM) fees and no commissions.
Our focus is your financial well being. We don't push you to buy products, we only provide unbiased expert advice.
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
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Not ready to start? Take our free quiz to see what kind of advisor you need
People love our approach
Hear what real clients have to say.
Aaron

Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!

Chelsea

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

KB

Brian was encouraging, thorough, and understanding of my specific situation.

Eric

Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Tyrese

Great communication. Easy to work with. Super informative.

Nicole

Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Jacob

Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

"Honestly, I was blown away."
-Rachael Millanta, Nov. 8, 2023