About Retire Handbook

Learn who we are, what our service costs you, how we choose your retirement advisor, and what happens to your information. You can check every fact yourself.

Who we are

• Retire Handbook is a matching service for people 59 or older with at least $250K saved. We connect you with one retirement advisor who serves your state.
• Retire Handbook is run by AULACCESS LLC, 1797 Trevino Circle, Bolingbrook, IL 60490.
• We don't offer financial products or give financial advice. We simply make the match.

What this costs you

• You don't pay Retire Handbook. Your meeting is free.
• There's no obligation. You decide whether anything happens next.
• Retirement advisors are paid in different ways. Ask yours how they're paid, and expect a direct answer.

How we choose your retirement advisor

• You'll meet one retirement advisor. We choose someone who serves your state, works with savings like yours, and has an opening.
• We don't rank retirement advisors based on their products, fees, or advice. They don't work for us.
• You'll see your retirement advisor's name before the meeting. Search for the name and firm online, then do your own research.
• In most states, licensed professionals must follow the NAIC best-interest rule. Any recommendation must fit your situation, goals and finances, and they must be able to explain why.
• Your first meeting is a conversation. Your retirement advisor won't ask you to make a decision during it.

What happens to your information

• We share your name, contact details, and the answers you gave us only with the one retirement advisor you're meeting.
• We don't share your details with other companies for marketing unless you agree to it separately.
• Our calls are on a recorded line, and we say so at the start of every call.
• You can ask to see or delete your information at any time. Email hello@retirehandbook.com.

What we'll never ask you for

• We'll never ask you for money. You don't pay Retire Handbook.
• We won't ask for account numbers or your Social Security number.
• We only call to confirm your meeting and answer questions. We won't ask you to make a decision.
• If someone claiming to be us asks for any of these, hang up and call us at (646) 684-5544.

How to reach us

• Call or text us at (646) 684-5544.
• Email hello@retirehandbook.com. A real person reads every email.
• You can mail us at AULACCESS LLC, 1797 Trevino Circle, Bolingbrook, IL 60490.
• You'll find our full privacy policy and terms at the bottom of this page.