Retirement
Plan the retirement you actually want
Mezzi models your retirement timeline across all of your accounts, spots gaps and risks, and gives personalized guidance to help you retire on your terms.
Mezzi maps your projected timeline across every account and surfaces the saving, spending, and allocation moves that can pull your retirement date forward.
Mezzi stress-tests your drawdown against your full balance sheet to estimate a sustainable spending level and flag the years where you could fall short.
Mezzi weighs your other income, tax picture, and longevity assumptions to show how different claiming ages change your lifetime benefit.
Mezzi looks across all your retirement accounts at once, checks your contributions against the annual limits, and shows whether you're on pace for your goals.
Go deeper with Mezzi
Retirement roadmap
See where you stand, what could knock you off course, and the moves that can bring retirement closer. Clear projections. Clear next steps.
Every account
Mezzi brings your 401(k)s, IRAs, HSAs, brokerage accounts, property, loans, and more into one clear view. Because retiring confidently takes the full picture.
Personalized guidance
Your timeline, income goals, spending, tax bracket, and appetite for risk shape the plan. Change your goals, and Mezzi updates the advice.
Keep more
Mezzi weighs Roth conversions, required withdrawals, Social Security, and which accounts to draw from first. So more of your retirement income stays yours.
To Mezzi, you are the only client.
You'll never be prioritized based on net worth. There's no scheduling or wait times. You'll never hear "I have a hard stop" or "remind me about that again." With Mezzi, it's all, and only, about you.
