Now with AI-Powered Retirement Advisor

Your retirement plan. Your way.

Monte Carlo projections, AI-powered insights, and every tool you need to retire with clarity — not confusion.

Free for 7 days. No credit card required.

app.getourniche.com/dashboard
Dashboard
Projections
Net Worth
AI Advisor
Tax Planning
Social Security
Real Estate
Success Rate
96%
Net Worth at 65
$1.2M
Monthly Income
$7,840
Portfolio Projection (Monte Carlo — 5,000 simulations)
10,000+
Retirement plans created
$2.1B
In retirement assets planned
96%
Average plan success rate
4.9/5
User satisfaction rating

Everything you need to
retire confidently.

Powerful tools wrapped in a clean, intuitive interface. No spreadsheets. No guesswork.

Projections

See your future in
5,000 scenarios.

Our Monte Carlo simulation engine runs thousands of market scenarios against your plan, giving you a clear probability of success — not a single-line guess.

  • Monte Carlo with 5,000 simulations
  • Inflation-adjusted projections
  • Sequence-of-returns stress testing
Success Rate
96%
Simulations
5,000
Assets at 85
$842K
Monthly Income
$7,840
AI Advisor

Ask anything about
your retirement.

Our AI advisor understands your complete financial picture and gives personalized answers — like having a financial planner on speed dial.

  • Conversational, personalized answers
  • Knows your full financial context
  • Tax, Social Security & Roth strategies
Should I do a Roth conversion this year?
Based on your current tax bracket (22%) and projected retirement income, converting $45,000 this year could save you approximately $12,400 in lifetime taxes. This keeps you within the 22% bracket while reducing future RMDs.
What about Social Security — when should I claim?
Delaying to age 70 would increase your benefit by $680/mo compared to claiming at 67. Given your longevity profile, the breakeven point is age 82.
Ask about your retirement plan...
Scenarios

Compare your what-ifs,
side by side.

Retire at 62 or 65? Keep the house or downsize? See exactly how each decision impacts your financial future with our side-by-side scenario engine.

  • Side-by-side what-if analysis
  • Adjust any variable instantly
  • Impact on success rate & net worth
Scenario A: Retire at 62
Success Rate
84%
Net Worth at 85
$485K
Scenario B: Retire at 65
Success Rate
96%
Net Worth at 85
$842K
Tax Planning

Optimize every dollar
with smart tax moves.

Find your ideal Roth conversion window, model IRMAA impacts, plan SEPP distributions, and explore tax bracket strategies — all in one place.

  • Roth conversion bracket filling
  • IRMAA 2-year lookback alerts
  • SEPP / 72(t) calculator
  • Lull Strategy optimizer
Roth Window
Open
Optimal Convert
$45K
Tax Savings
$12.4K
IRMAA Risk
Low
Lull Strategy: Gap Years 62–67
Complete Picture

Everything in one
dashboard.

Net worth, real estate, vehicles, pensions, Social Security, estate planning, ACA bridge subsidies — every piece of your retirement puzzle, connected.

  • Net worth tracking & 30-year forecast
  • Social Security claiming optimizer
  • Pension & survivor benefit modeling
  • Real estate & rental property tracking
  • Estate planning & inherited IRA rules
  • Plaid bank connections (live sync)
Net Worth
$1.24M
+8.3% YTD
SS Benefit (age 70)
$3,822/mo
Optimal claim age
Home Equity
$262K
Needs attention
Pension
$2,100/mo
With survivor benefit

Trusted by thousands of
future retirees.

I spent months in spreadsheets trying to figure out when I could retire. GetOurNiche gave me the answer in 20 minutes — with way more confidence in the numbers.

MR
Michael R.
Retired at 62, Former Engineer

The AI advisor told me to delay Social Security and do Roth conversions now. My financial advisor later confirmed it was exactly the right move. This tool is incredibly smart.

SL
Sarah L.
Pre-retiree, Age 58

My wife and I use the scenario comparison to test every big decision — when to sell the house, when to take the pension, everything. It's like having a crystal ball for retirement.

DK
David K.
Planning to retire at 64

Simple, transparent pricing.

Start free. Upgrade when you're ready for the full picture.

Basic
$47 / year
Free for 7 days. Everything you need to get started with retirement planning.
  • Dashboard with Plan Health Score
  • Net worth tracking & history
  • All debt tracking
  • 1 scenario (deterministic)
  • Basic tax summary
  • Up to 3 savings goals
  • CSV import
Start Free Trial
Advisor
$149 / month
For CFPs, RIAs, and financial coaches managing client books. $1,188/yr billed annually.
  • Everything in Pro
  • Advisor dashboard & client roster
  • Branded PDF reports
  • Client plan sharing & collaboration
  • Multi-scenario comparison
  • Priority AI alerts across clients
  • Up to 50 clients
  • White-label option available
Contact Sales

Questions? Answered.

GetOurNiche puts the same powerful tools financial planners use directly in your hands. You keep full control of your plan, update it anytime, and our AI advisor is available 24/7. Many users find it complements their advisor relationship — or replaces the need for one entirely.

Our simulations use historical market data and academic models to run 5,000 randomized scenarios. While no projection can predict the future perfectly, Monte Carlo analysis is the industry standard used by professional financial planners and institutions worldwide.

Absolutely. We use bank-level encryption (AES-256) for all data at rest and in transit. We never sell your data, never share it with third parties, and you can export or delete everything at any time. Your financial data is yours.

Yes! Pro plans include shared access so you and your partner can both view and update your retirement plan. Joint planning is essential — we make it easy to model both of your incomes, benefits, and retirement timelines together.

GetOurNiche is a great complement to professional advice. Use it to prepare for meetings, test scenarios your advisor suggests, and stay engaged with your plan between appointments. Many of our users work with advisors and use our tool for day-to-day planning.

Yes! Our Advisor tier is designed for CFPs, RIAs, and financial coaches. It includes a client roster dashboard, branded PDF reports, plan sharing, multi-scenario comparisons, and priority AI alerts across your entire client book. Manage up to 50 clients with optional white-label branding.

Ready to plan the retirement
you actually want?

Join thousands of people who stopped guessing and started planning.