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NESTPILOT LLC

Your Decision Copilot.

A math-backed, transparent retirement-decision platform. Built for paying consumers who want to verify the math, CPA firms extending tax-prep into retirement planning, and RIA partners who want their clients to trust the numbers.

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  • Every number is inspectable
  • No commercial conflicts
  • Continuous monitoring

Forecast projection

Retirement at 65

On track
2026203620462056
Return 5.0%Inflation 2.5%Claim SS @ 70Roth to 24% bracket
86/ 100 resilience
Inspect assumptions
Every number inspectableNo commissions, no AUM feesIndependent by designYour data stays yours
5–6
Irreversible retirement decisions, modeled in one place
$50K–$300K
Lifetime benefits at stake across those decisions
10%/yr
Delayed-claiming credit on Social Security, for life
100%
Of the math is inspectable — no black boxes

Who NestPilot is for

One platform, three audiences

Pre-retirees who want to see the math. CPA firms extending tax-prep into retirement planning. RIAs who want their clients to trust the numbers.

Why it's different

Built for clients to verify, not for advisors to control

Most retirement tools are built for the advisor to control the screen and sell products. NestPilot is built for the client to verify the advisor and make informed decisions.

  • 01

    Transparent math

    Every projection shows assumptions you can inspect. No black boxes. If a number drives a result, you can see it.

  • 02

    Connected planning

    Medicare, Social Security, Roth, taxes, and spending are linked in one model — change one, see the real effect on the others.

  • 03

    Continuous monitoring

    Not a calculator you use once. A repeatable second-opinion workspace you revisit as your situation, markets, or tax rules change.

  • 04

    Independent by design

    We don't sell financial products. No commissions, no AUM fees, no referral spreads. Our only revenue comes from the software, not from your decisions.

Open the app, or open a conversation.

Try the planning workspace free, see pricing for paid tiers, or talk to us about a CPA Bridge pilot or RIA partnership.

Open the App See PricingTalk to Sales