ShoreUp Retirement Solutions

Using Technology and Education to Solve the Retirement Insecurity and Long-Term Care Funding Crises
Washington, DC

A New Era for Retirement


ShoreUp Retirement Solutions provides cutting-edge technology and education for personalized retirement planning. Our core tech predicts individualized lifespan and funding needs, optimizing retirement income around these projections. This technology can result in tens of thousands of more dollars in retirement plus greater financial stability into old age. We also provide educational content to make this technology accessible to consumers and financial planners alike. Check out our applications below!

All services
All services
Financial Applications
Financial Planning
Financial Education

Financial Applications

Social Security Individual Optimizer

Make a smarter Social Security decision with our Individual Optimizer.

... Learn more
Social Security Couples Optimizer for Consumers

Our Social Security Couples Optimizer estimates the value of future benefits for all feasible pairs of claiming ages based on... Learn more

$50.00
per year
Social Security Couples Optimizer for Financial …

Our Social Security Couples Optimizer estimates the value of future benefits for all feasible pairs of claiming ages based on... Learn more

$250.00
per year

Financial Planning

Social Security Planning Consultation

Our one-hour Social Security consultation provides individuals and couples with a detailed, personalized analysis of their cl... Learn more

$250.00
Social Security Inquiry

Our complimentary Social Security Inquiry session offers individuals up to twenty minutes to ask general questions about bene... Learn more

Financial Education

Social Security Webinars & Seminars

Our webinars and seminars provide clear, accessible education about Social Security retirement benefits and the factors that ... Learn more

Applications are based on research and methodologies developed by retirement planning expert, K. Jeremy Ko

Applications are based on research and methodologies developed by retirement planning expert, K. Jeremy Ko


K. Jeremy Ko

CEO and Founder of ShoreUp Retirement Solutions

Ph.D. Financial Economics, MIT Sloan School of Management

BA Physics, Harvard University

Research Manager, Edelman Financial Engines

Head of Model Governance, Upstart

Assistant Professor of Finance, Penn State Smeal School of Business