Schedule an Introductory Meeting

Interested in seeing if Heyday is a good fit to help plan for your retirement?
Have questions you’d like to discuss with a Heyday Consultant?

Meet with us by video chat in the comfort of your home. In this introductory meeting, we’ll talk about your goals and concerns for retirement income planning, answer your questions, and see how Heyday could help maximize your retirement income and reduce risk. No cost or obligation.


Meet the Team

Heyday combines personal service with innovative software to help retirees ensure their nest eggs last as long as they need them to. Our team is made up of insurance and financial service veterans, many of whom have decades of experience exclusively serving retirees. We’re so passionate about helping retirees protect their savings from costly retirement risks that we developed online tools to bring our unique planning approach to even more retirees.

What We Do

Heyday provides personalized solutions for retirees and pre-retirees who:
  • Are concerned about volatile markets
  • Want to know how much they can safely spend
  • Want income stability later without taking from today
  • Are interested in creating annuity income*
  • Need a plan in case a spouse passes
  • Would like guidance on when they can safely retire
Calculating your best income option-v01

Tried-and-proven approach

Throughout the years, we perfected the strategies we use to help clients minimize risk and maximize enjoyment with guaranteed lifetime income.


Hundreds of happy clients

Heyday’s founding team has helped hundreds of clients reduce risk and protect their retirement income. Here’s what some of them have to say about working with us:


David O.

“I’ve known Eric for about nine years. He’s done a wonderful job of handling the money to help me avoid paying unnecessary taxes, avoid market volatility and have an income stream I can count on in the future, no matter what may happen.”

jack and evelyn i

Jack & Evelyn I.

“Since we’ve been here, we’re so much more relaxed. No matter what the market does, we can sleep at night and not worry.


Innovative tools and resources

We develop unique tools to help retirees price — and plan for — the key challenges they may face that could derail retirement. With close partnership with scholars, economists and authors, we also created a free content library of informative e-books and videos.


Thought leadership


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