Account issues
For billing, login issues, or account-related questions, email our support team directly.
Email support@retirementrealized.com Member support
Need support? Pick the fastest path.
Three ways to reach us, plus the named contacts for contracting, sales, and escalations. Pick the lane that matches what you need and we'll handle the rest.
Main line 512-798-3500
Agency Marketing Suite. 24/7 chat
For support with Agency Marketing Suite, use the 24/7 live chat inside your dashboard. Look for the green chat bubble in the bottom-right corner of the app.
Open Agency Marketing SuiteBook a 15-min support call
Need a quick follow-up to your onboarding or want to troubleshoot live with our staff? Book a 15-minute support call.
Book a support call 15-minute support call
Book live time with our team.
Grab the first open slot. We'll get on a quick call and resolve it together. No ticket queues, no waiting on email.
The people who actually pick up.
Skip the queue. These are the named owners on each side of the house. Use the direct email or phone extension and you'll land on the right person.
- Contracting / new business Karen Fields karen@retirementrealized.com 512-798-3500 ext. 2, 1
- Sales Eddie Tait eddie@retirementrealized.com 512-798-3500 ext. 1
- Academy + Marketing Suite support Travis Estes
- Escalations Web team
Main office 512-798-3500