About Retire Handbook

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.
We're a young company, so you may not find much when you search our name. You may also find a book called The Retirement Handbook, but it isn't connected to us.

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.

You'll meet one Retire Handbook Preferred Advisor. We choose someone who serves your state, works with savings like yours, and has an opening.
We don't rank Retire Handbook Preferred Advisors based on their products, fees, or advice. They don't work for us.
You'll see your Retire Handbook Preferred Advisor's name and photo before the meeting. Search for the name and firm online, then do your own research.
In most states, they 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 professional won't ask you to make a decision during it.

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.
Ted from Retire Handbook will call you on a recorded line, and he'll say so at the start of every call.
You can ask to see or delete your information at any time. Email hello@retirehandbook.com.

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.
Ted will only call to confirm your meeting and answer questions. He won't ask you to make a decision.
If someone claiming to be from Retire Handbook asks for any of these, hang up. Call us directly at (646) 684-5544.