Limited availability

Apply to Work With Us

We take on 3 to 5 firms at a time. Not because we can't scale. Because the work we do requires focus. If that sounds like what you're looking for, tell us about your firm.

Your Application

We read every one of these. If there's a fit, you'll hear from Ian directly. Usually within 48 hours.

Optional. But if you want to stand out, a 2-minute video telling us about your firm goes a long way.

Why We're Selective

The work we do isn't a product you install. It's a system we build around how your team actually operates. That takes focus, access, and trust. Which is why we can only do it well for a few firms at a time.

What happens next

1
We review your application
Ian reads every one personally.
2
30-minute discovery call
If there's potential, we'll schedule a conversation. No pitch. Just questions.
3
Scoping and proposal
If we both see a fit, we'll outline exactly what we'd build and what it costs.

Prefer to reach out directly?
eddie@americanretire.com