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Dessis Agency
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Dessis Agency

Welcome, Dessis Agency Clients!

Dessis Agency has partnered with Retirable to offer its clients a free financial consultation with a licensed fiduciary specializing for those in or near retirement.

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Complete this form to request your free financial consultation

First name

Last Name

Email

Phone

Agent Name

Welcome, Dessis Agency Clients!

Dessis Agency has partnered with Retirable to offer its clients a free financial consultation with a licensed fiduciary specializing for those in or near retirement.

Complete this form to request your free financial consultation

First name

Last Name

Email

Phone

Agent Name

advisor

Let's build your best retirement.

Your dedicated Retirable advisor is a U.S-based licensed fiduciary, specializing in holistic retirement planning. They're committed to always presenting your best solutions across retirement planning, enrollments, and other big decisions.

advisor

Let's build your best retirement.

Your dedicated Retirable advisor is a U.S-based licensed fiduciary, specializing in holistic retirement planning. They're committed to always presenting your best solutions across retirement planning, enrollments, and other big decisions.

advisor

Cover all your bases.

We specialize across all areas of retirement — including income, healthcare, housing, and quality of life. This enables us to better manage a holistic plan to serve your unique needs.

advisor

Cover all your bases.

We specialize across all areas of retirement — including income, healthcare, housing, and quality of life. This enables us to better manage a holistic plan to serve your unique needs.

advisor-at-computer

See a better path forward.

There's a big difference between retiring and retiring comfortably. As you need to make key decisions, your advisor will help you understand what options are best for you and what it means for your income, investments, and lifestyle.

advisor

See a better path forward.

There's a big difference between retiring and retiring comfortably. As you need to make key decisions, your advisor will help you understand what options are best for you and what it means for your income, investments, and lifestyle.

advisor

Navigate the unexpected.

Changes like market volatility, inflation and personal circumstances are inevitable. As these arise, your advisor is available to help you confidently adjust. If you have big life changes, we’ll let your Dessis Agency agent know so they can revisit your healthcare options.

advisor

Navigate the unexpected.

Changes like market volatility, inflation and personal circumstances are inevitable. As these arise, your advisor is available to help you confidently adjust. If you have big life changes, we’ll let your Dessis Agency agent know so they can revisit your healthcare options.

smiling-man

We know more than just investments.

Health Care, housing, Social Security, and beyond — we can provide help with everything impacting your retirement.

Social Security

See when to elect and how much to expect.

Health Care

Anticipate your changing needs and costs.

Taxes

Use our expert strategies to help avoid unexpected bills.

Housing

Create a plan around your decision to move or stay.

Legacy Goals

Set financial goals to gift to your loved ones.

Lifestyle

Incorporate plans for travel, projects, and more.

smiling-man

We know more than just investments.

Health Care, housing, Social Security, and beyond — we can provide help with everything impacting your retirement.

Social Security

See when to elect and how much to expect.

Health Care

Anticipate your changing needs and costs.

Taxes

Use our expert strategies to help avoid unexpected bills.

Housing

Create a plan around your decision to move or stay.

Legacy Goals

Set financial goals to gift to your loved ones.

Lifestyle

Incorporate plans for travel, projects, and more.

Health and wealth are key to a comfortable retirement.

From greater peace of mind to ongoing care, we're ready to lend a hand to Dessis Agency clients!

Health and wealth are key to a comfortable retirement.

From greater peace of mind to ongoing care, we're ready to lend a hand to Dessis Agency clients!

To empower a confident, worry-free retirement for everyone.

Legal

Retirable, Inc. ('Retirable') is an SEC registered investment advisor. By using this website, you accept our Terms and Conditions and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

For more information, see our Form ADV Part II and other disclosures.

Retirable is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC. The Retirable Business Visa® Debit Card is issued Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted. FDIC insurance is available for funds on deposit through Thread Bank, Member FDIC. Pass-through insurance coverage is subject to conditions.

Your deposits qualify up to a maximum of $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program athttps://go.thread.bank/sweepdisclosure and a list of program banks athttps://go.thread.bank/programbanks. Please contact [email protected] with questions on the sweep program.

* The interest rate on Retirable Consumer Deposit Account Tier 2 is 3.4% with Annual Percentage Yield (APY) of 3.45%. The interest rates are accurate as ofSep 19, 2024. Rate is variable and is subject to change after account opening. Fees may reduce earnings.

** Refer to the fee schedule in your Consumer Deposit Account Agreement

© 2024 Retirable Inc. All rights reserved.

We're accredited and certified by

To empower a confident, worry-free retirement for everyone.

Legal

Retirable, Inc. ('Retirable') is an SEC registered investment advisor. By using this website, you accept our Terms and Conditions and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

For more information, see our Form ADV Part II and other disclosures.

Retirable is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC. The Retirable Business Visa® Debit Card is issued Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted. FDIC insurance is available for funds on deposit through Thread Bank, Member FDIC. Pass-through insurance coverage is subject to conditions.

Your deposits qualify up to a maximum of $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program athttps://go.thread.bank/sweepdisclosure and a list of program banks athttps://go.thread.bank/programbanks. Please contact [email protected] with questions on the sweep program.

* The interest rate on Retirable Consumer Deposit Account Tier 2 is 3.4% with Annual Percentage Yield (APY) of 3.45%. The interest rates are accurate as ofSep 19, 2024. Rate is variable and is subject to change after account opening. Fees may reduce earnings.

** Refer to the fee schedule in your Consumer Deposit Account Agreement

© 2024 Retirable Inc. All rights reserved.

We're accredited and certified by