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The RetireUS platform seamlessly blends technology with human relationships to deliver a highly personalized and frictionless financial planning experience. This gives you access to the highest level of independent financial professionals for a fraction of the industry cost.

Human guidance at your fingertips

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We provide guidance &nbsp;six key areas of your financial life, each building on the last to create four levels of financial wellness.&nbsp;Choose the level that aligns with your goals and work with a professional to master each milestone included.

A simplified approach to mastering your money

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Our 4-minute multiple choice quiz will evaluate yourcurrent financial situation, identify issues, and providerecommendations for next steps.

Get started for free with an instant financial wellness assessment

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Our independent CFP® professionals offer the highest standard of fiduciary advice with an open-architecture approach that has no proprietary products, no asset minimums, and no account opening requirements. Curious to learn more? Schedule a free 30-minute demo to discover how easy it is to take control of your financial future.

Premium advice with no asset minimums

Start your free financial assessment

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<ul><li>Easily work with trusted fiduciary financial planners</li><li>Get meeting-ready in just 15 minutes with frictionless onboarding</li><li>No high fees or asset minimums - plans start at $59.95/month</li></ul>

You deserve financial freedom

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Take our <a href="#get-started-free-block">Free Financial Checkpoint</a> to instantly assess your financial health & get personalized recommendations.

1. Start for Free in 4-Minutes

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Easily complete your profile to get matched with a vetted independent CFP® who aligns with your goals and needs.

2. Onboard in 15-Minutes

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Connect live to review your progress toward financial goals, analyze current investments, and kick off the <a href="/planning">RetireUS Planning Cycle.</a>

3. Meet for Goal Planning

The fastest path to financial clarity

Get instant analysis and reccomendation with our 4-minute Financial Checkpoint.

No consultation required

Work with vetted and licensed indpendent financial professionals for trusted advice.

Meet with licensed professionals

All financial plans are built by a systems based Certified Financial Planner™

Always fiducary CFP® Systems

Commute to an advisor’s location and meet in person for financial advice.

Meet from anywhere

Join live virtual meetings with advisors from your preferred device.

24/7 digital access

Easily schedule meetings, chat with your advisor team, and request support anytime.

Quick frictionless onboarding

Start planning in minutes with automated step-by-step guidance

Streamlined planning process

Get into a rhythm of goal planning and prioirtizing cash flow

Choose from thousands of products from intitutions accross multiple industries

Open architecture all in one place

Implement strategies typically reserved for high net worth investors

Premium product access

Get started regardless of your account size.

No asset minimums

Plans start at just $59.95/month for premium financial guidance.

Affordable subscription pricing

Traditional Planning

RetireUS vs. Traditional Financial Planning

Establish the foundation for financial success

<ul><li>Haven't quantified retirement goal</li><li>Old employer plan not in IRA</li><li>Investment needs are unknown</li><li>Inflation risk is high</li><li>Market risk is high&nbsp;</li><li>Investments may be out of alignment&nbsp;</li><li>No systematic compounding</li></ul>

Red Flags Removed:

Gain Financial Clarity:  3 LIVE virtual meetings for current situation, short-term savings, insurance, & retirement

Protect Your Retirement:  Stabilize savings from market volatility with a Resilient Retirement® system

Optimize Your Savings:  Ensure smarter monthly savings. with a Cash Flow Hierarchy®

Stay on Track: Ongoing planning keeps your finances aligned with your goals

Define your financial goals, implement investment strategy, and prioritize your cash flow for financial efficiency

Basic Planning

All Mindfullness benefits PLUS:

Master the art of tax diversification

<ul><li>Retirement tax penalties likely&nbsp;</li><li>RMDs need to be evaluated</li><li>Limited tax diversification</li><li>Missing tax sheltered growth&nbsp;</li><li>Retirement tax liability unknown&nbsp;</li><li>+7 Basic Planning red flags</li></ul>

Enhance Tax Strategy:  Expanded virtual meetings to include tax diversification analysis and strategy

Reduce Future Tax Burdens: Minimize tax liabilities with the RMD Roadmap® system

Maximize Tax Efficiency:  Simplify tax-friendly saving with the Tax Hierarchy® system

Stay Tax-Savvy: Ongoing tax planning to keep your strategy aligned with your goals

Maximize your savings efficiency and minimize the tax consequences of your retirement savings

Tax Mastery

All Basic Planning benefits PLUS:

Fully comprehensive planning that includes legacy planning

Maximize Your Legacy:  Turn your retirement surplus into generational wealth with the Lasting Legacy® system

Prioritize Complex Income: Optimize deferred compensation and employee stock benefits with the Wealth Hierarchy® system

Exclusive CFP® Access: Meet directly with your Certified Financial Planner for personal review sessions

Amplify your wealth and estate through 1:1 advanced planning sessions with a Certified Financial Planner (CFP®)

Wealth Mastery

All Tax Mastery benefits PLUS:

To ensure high-quality personalized service for every subscriber, we cap our monthly intake of new users. If your preferred plan is fully subscribed, join the wait list to be notified next month!

Choose your desired level of wellness

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Connect with a RetireUS professional for a free 30-minute Financial Wellness Assessment meeting to discuss these key areas and how we help.

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  

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Featured in:

Access Our Free <a href="https://retire.us/gov">Federal Government Job Transition Resource HUB</a>