Start with a clear picture for $1. Expand as your needs grow. Every tier builds on the last — and every tier is backed by the same first-principles engine.
Where does your retirement actually stand today? Most people have a vague sense — a feeling — but no real number. UGRU Clarity™ changes that in minutes.
For just $1, you get access to the same retirement readiness calculator used by our full planning clients — a clear snapshot of where you are, how long your money will last at your current pace, and an idea of what it will take to get on track.
Clarity also includes a personal budget tool that shows exactly where your money goes each month — because you cannot optimize what you cannot see.
What you get:
Most people know they should be in the market. The problem is knowing when to get in, when to get out, and what to buy. UGRU Stocks™ removes the guesswork entirely.
You receive proprietary buy and sell trade alerts based on back-tested market dynamics — the same signals used by our internal team. No research required. No staring at charts. Just clear, actionable alerts delivered directly to you.
What you get:
This is the full platform — where every financial variable in your life is analyzed together to map the single most optimal path to and through retirement. Not a generic plan. Your plan.
MyFidu™ brings together everything: retirement projections, Social Security timing, 401(k) optimization, the smartest order to draw down your accounts to minimize taxes, debt optimization, real estate, life insurance, Destination Trax™ strategy modeling, GIB income optimization, and much more — all calculated together, not in isolation.
What you get:
Bring the full power of MyFidu™ to your clients — under your brand. White-label access to the entire platform, the A.I. engine, and the precision calculators that set your practice apart from every other advisor in the market.
Your brand, your clients, your relationship. MyFidu™ powers the experience behind the scenes.
When a client's planning reaches a point requiring licensed guidance, you get notified automatically.
Every tool, every calculator, every framework — available to your entire client base from day one.
Unlimited clients. Full platform. Your brand.
Start with UGRU Clarity™ for $1. See your retirement readiness score in minutes. No commitment. No pressure. Just clarity.
