77% of adults are anxious over their financial situation

81% of households don’t know how much they need to have saved to retire

Only 17% of Americans currently work with a financial advisor

Do you feel disconnected from your finances?

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Our 4-minute multiple choice quiz will evaluate your financial planning progress, identify issues, and provide recommendations for next steps.

Get started today for free with an instant financial wellness check

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The RetireUS platform was designed to help you build habits around financial wellness &amp; wealth creation.

Build financial habits

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A CERTIFIED FINANCIAL PLANNER™ will create a goal based strategy for your investments &amp; household cash flow.

Plan like a CFP®

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Work with a dedicated professional to organize your finances, answer financial questions, &amp; implement a plan to achieve your goals.&nbsp;

Invest like an expert

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Get your finances into a planning rhythm that keeps your investments and savings in constant alignment with your goals.

Create a planning routine

Start managing your finances like a professional

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Organize your finances, build strong financial habits, and work with a team of licensed professionals to achieve your goals.

Financial freedom through wellness & expert advice

Establish the foundation for financial success

3 LIVE advisor meetings to review current situation, risk & insurance, short term savings, & retirement.  

Resilient Retirement® system to protect savings from market volatility.

Cash Flow Hierarchy® system to prioritize monthly savings.

Ongoing planning meetings to keep your finances on track.

Basic Planning

Master the art of tax diversification

4 LIVE advisor meetings to review current situation, risk & insurance, short term savings, retirement, & tax diversification.

RMD Roadmap® system to strategically diversify future tax liabilities.

Tax Hierarchy® system to make savings more tax friendly

Ongoing tax planning meetings to keep your finances on track.

Tax Mastery

Unlimited LIVE advisor meetings with a CERTIFIED FINANCIAL PLANNER™ to review all financial milestones

Lasting Legacy® system to leverage a retirement surplus for legacy maximization.

Wealth Hierarchy® system to  prioritize complex income based on tax implications & vesting schedule.

Ongoing CFP® meetings to keep your finances on track.

Wealth Mastery

Choose your plan

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Our free Financial Checkpoint quiz will recommend a subscription by assessing these key areas:

Not sure which plan is right for you?

Getting Started

Our 4-minute quiz will assess your current retirement progress and recommend a planning subscription that is right for you.<a href="/intro">Take the quiz</a>

Start for free with a Financial Checkpoint

Once you choose a plan, the RetireUS dashboard will ask you a few simple questions &amp; connect your investment accounts to give your CFP® a full picture of your financial goals and current planning progress.

Complete your profile

After your profile is complete, you and your advisor will meet virtually to discuss financial goals, analyze current investments, &amp; begin the <a href="/planning">RetireUS Planning Cycle</a>.

Hop on a video call with your advisor

How RetireUS works

Ongoing Support

With RetireUS, you have a personal Wealth Concierge who will help monitor your plan, make sure everything is on track, and schedule review meetings with your advisor.

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Regular check-ins

As life changes occur and questions about your finances arise, your advisor team is always just a quick message away.

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Unlimited financial advice

Your personal dashboard will track planning progress, prioritize next steps, and give you a birds eyes view of your household’s finances to hold your financial plan accountable.&nbsp;

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Technology to stay organized  

Our <a href="/get-started">FREE Financial Checkpoint</a> can assess your retirement timeline, tax planning &amp; red flags in 4 minutes

You deserve financial freedom

Our approach is simple

We make the journey easy

Expert guidance has never been more affordable

Get started for free with an instant financial wellness check

Choose your level of wellness

Not sure which plan is right for you?