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Financial Professional Dashboard

Financial Advisor Dashboard is a single page solution enabling you to white-label the Retirement Buckets® platform and access your clients with ease.

1

Add new clients from your dashboard.

2

Click login to access your client’s account.

3

Update your information when needed.

Didn't find the information you were looking for? Send us a quick message.

Any plan. No credit card required.

We've removed all the barriers

so you can see for yourself how creating a plan to manage your retirement income puts you in control over your financial future.

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