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Optional · Human planning service

Need a plan tailored to your circumstances?

This page is an automated educational estimate, not an individually reviewed plan. For complex circumstances, a professional can explore your goals and requirements with you.

Explore personalized planning and contact options

Personalized service can explore:

  • Cross-border pensions and tax questions
  • Multiple retirement accounts, plans or business income
  • Family circumstances needing further review

This optional service does not affect free calculations or basic report downloads. Scope and fees will be explained separately. Purchasing is not available.

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Email and phone links open the relevant app. Copy the WeChat ID to search yourself. The website does not automatically send messages or your planning information.

No SSN, identity document numbers or sensitive uploads are needed here for initial contact.