This isn’t a surface-level calculator. It’s a lightweight version of our institutional-grade modeling engine.
We simulate 1,000 potential market paths based on rolling 10-year return windows, comparing your current portfolio to one that introduces a structured, safety-first allocation using a fixed indexed annuity. Each scenario models outcomes from your current age to retirement, quantifying how timing risk, volatility, and fees can erode or protect your future.
This model is built to reveal the impact of structured safety: not just in averages, but across the full spectrum of what could happen.
Uses historical return sequences to capture real-world volatility and path dependency
Reflects advisory fees and internal expense ratios, not just gross returns
Dynamically adjusts for changing participation rates to reflect real product behavior over time
Models side-by-side outcomes of your current allocation versus one with a defined safety layer
Projects returns over your actual pre-retirement window, not arbitrary periods
Identifies how early losses can compound and how insulation changes the curve
We’re a licensed insurance brokerage based in Chicago, IL. Our mission is to help pre-retirees achieve financial security through innovative annuity strategies.
As fiduciaries, we develop and execute all annuity strategies fully in-house for our clients, ensuring a seamless experience from analysis to implementation. Our team ensures every step is tailored to your unique financial goals, providing clarity and confidence in your retirement strategy.
Support
We know you have questions. Here are some of the most common ones we hear from clients.
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Verified policyholder"Their proactive, data-backed service put me in a place of financial comfort and confidence."
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Verified policyholder"The strategy they provide is compelling. The team is professional and will help you on your journey."
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Schedule a free, no-obligation 15-minute call with one of our licensed strategists. We’ll run your numbers, show you how PRSM™ can enhance your portfolio, and answer any questions you have.
The information provided by this software is based on historical data and should not be considered predictive of future performance. Although we strive for accuracy, we cannot be held responsible for any errors or omissions. Please note that NASDAQ® and S&P® are registered trademarks of their respective entities. This software does not guarantee financial outcomes or results. Users are encouraged to exercise their own judgment and seek professional guidance when needed.
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Copyright ©2025 Revise. All rights reserved.
Copyright © 2025 Revise. All rights reserved.
Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.
Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.
Content on this site is for general educational purposes and should not be construed as personalized investment, legal, or tax advice. Past or hypothetical results do not guarantee future outcomes. Services are offered only where Revise is properly licensed; product availability varies by state.
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