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

Human guidance at your fingertips

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.
How it all works
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The fastest path to financial clarity
How it all works
··Get started for free with an instant financial wellness assessment
Our 4-minute multiple choice quiz will evaluate your
current financial situation, identify issues, and provide
recommendations for next steps.
Take the financial checkpoint

A simplified approach to mastering your money
We provide guidance six key areas of your financial life, each building on the last to create four levels of financial wellness.
Choose the level that aligns with your goals and work with a professional to master each milestone included.
Our Services
··Premium advice with no asset minimums
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.
Schedule now
··RetireUS vs. Traditional Financial Planning
Traditional Planning |
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No consultation required | ||
Meet with licensed professionals | ||
Always fiducary CFP® Systems | ||
In-office appointments | ||
Meet from anywhere | ||
24/7 digital access | ||
Quick frictionless onboarding | ||
Streamlined planning process | ||
Open architecture all in one place | ||
Premium product access | ||
No asset minimums | ||
Affordable subscription pricing |
Choose your desired level of wellness
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!
Compare plans
··Not sure which plan is right for you?
Connect with a RetireUS professional for a free 45-minute Financial Wellness Review meeting to discuss these key areas and how we help.
Schedule for free
