Retirement planning & financial institutions

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Retirement planners, Registered Investment Advisors (RIAs), and financial advisors are team members charged with optimizing their customers’ finances while protecting their downsides at all times. 


Millions of Americans turn to financial planners, banks, and other financial institutions for unbiased, data-driven financial guidance. At last, these institutions can provide guidance and support around Medicare planning for older members, thus helping them reduce their risk of out of rising, unpredictable healthcare costs and to help them make informed health decisions, such as choosing Medicare and related insurance products. 

Healthcare is your client’s biggest financial area of risk. To account for this, most financial planners just put in an average amount that one could expect to pay. However, one individual’s risk score may be vastly different from another’s. Trusty is helping you help your clients by developing tools that can assess personalized risk, enabling them to make necessary financial interventions to address it.

As customers age, there is a possibility that a healthcare mistake or calamity could undo all the good, hard work you and a client have done over multiple decades to protect their financial future. Medicare.gov reports that many seniors will file bankruptcy each year as a consequence of unexpected or surprisingly uncovered healthcare costs. Trusty puts your fiduciary in the coaches’ box to eliminate or minimize client mistakes when it comes to healthcare finance choices.

Our founders boast a decade of experience in elder care and insurance, big data and artificial intelligence.  We’ve built a system we can integrate into almost any financial service provider’s website. Our expert call center and back office tech teams handle every detail, question, and recommendation.

  • Our technology integration is very simple into your member’s user experience.

  • We manage all compliance, privacy and storage of data.

  • We are the only unbiased resource for Medicare advice on the market. 

  • Your consumers can save today on their healthcare

  • No banking or health information unduly shared.