01
Family Needs Analysis
A complimentary estimate of potential financial protection needs using debts, income replacement, obligations, future goals and existing resources.
What we do
One system for protection, preparedness and legacy.
Retain360 helps families organize the practical side of life while knowing when a question needs a licensed professional.
02
Legacy Organization
Organize family contacts, financial inventories, insurance information, document locations, healthcare details, wishes and next steps.
03
Life-Event Preparedness
Marriage, a new child, a home purchase, retirement, relocation or a death can change what a family needs to review. We help organize the checklist.
04
Professional Navigation
When a matter requires an insurance agent, attorney, CPA, investment professional or other licensed specialist, Retain360 helps identify the right lane.
05
Vault Support
Help building and maintaining the Retain360 Legacy Vault so important information stays useful instead of becoming outdated paperwork.
06
Education
General financial-protection, preparedness and legacy education designed to help families ask better questions before making major decisions.
Our compliance line
We organize and educate. Licensed professionals advise and transact.
Retain360 consultants can help organize information, explain general concepts, provide checklists and connect members with the right professional. Individualized legal, securities, tax and insurance recommendations or transactions stay with appropriately licensed or authorized professionals.
