WealthLoom uses a team of nine AI specialists to analyze your retirement documents and deliver a clear, personalized plan — built specifically for small business owners and federal employees.
Upload your documents, answer a few questions about your situation, and receive a comprehensive analysis in minutes.
Share your Social Security statement, TSP account details, pension estimate, or any retirement-related documents. PDF, image, or text — we handle it all.
Our AI specialists cover income planning, tax strategy, investment risk, healthcare costs, estate planning, budget, debt, and more — all working in sequence.
Get a clear, prioritized retirement plan with your current situation, key risks, recommended actions, and a timeline to age 73. Export it as a PDF to keep.
Each specialist focuses on their domain, then a lead coordinator synthesizes everything into one prioritized plan.
Extracts and structures every number, date, and fact from your documents before analysis begins.
Analyzes Social Security, FERS pension, TSP, and other income sources with safe withdrawal timing.
Identifies Roth conversion windows, RMD strategies, and tax-efficient withdrawal sequencing.
Reviews investment allocation, market exposure, longevity risk, and sequence-of-returns vulnerability.
Maps FEHB options, Medicare gaps, long-term care needs, and realistic healthcare cost estimates.
Builds a retirement budget framework and flags income gaps before Social Security begins.
Evaluates debt payoff strategy and how liabilities affect retirement cash flow.
Reviews beneficiary designations, survivor benefit elections, and estate planning gaps.
The more documents you provide, the more accurate and personalized your retirement analysis will be. Here's what to have ready.
Download your statement at ssa.gov/myaccount. Create a free account if you don't have one.
Request your SF-50 and pension estimate from your agency HR or benefits office.
Don't have everything? Upload what you have — our specialists will flag what's missing.
Privacy reminder: Before uploading, redact or remove full Social Security numbers, account passwords, and complete financial account numbers from your documents. Our analysis does not require these identifiers.
Start free, pay only when you're ready for the full picture.
No spreadsheets. No jargon. Just a clear, AI-powered analysis of where you stand and what to do next.
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