You deserve financial freedom

We are here to offer a better path
  • 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
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Human guidance at your fingertips

Approach

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

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1. Start for Free in 4-Minutes
Take our Free Financial Checkpoint to instantly assess your financial health & get personalized recommendations.
1. Start for Free in 4-Minutes
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2. Onboard in 15-Minutes
Easily complete your profile to get matched with a vetted independent CFP® who aligns with your goals and needs.
2. Onboard in 15-Minutes
3. Meet for Goal Planning
Connect live to review your progress toward financial goals, analyze current investments, and kick off the RetireUS Planning Cycle.
3. Meet for Goal Planning

How it all works

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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

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A simplified approach to mastering your money

Approach

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

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Premium advice with no asset minimums

Guidance

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

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RetireUS vs. Traditional Financial Planning

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Traditional Planning

No consultation requiredico-info-gray
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Meet with licensed professionalsico-info-gray
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Always fiducary CFP® Systemsico-info-gray
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In-office appointmentsico-info-gray
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Meet from anywhereico-info-gray
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24/7 digital accessico-info-gray
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Quick frictionless onboardingico-info-gray
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Streamlined planning processico-info-gray
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Open architecture all in one placeico-info-gray
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Premium product accessico-info-gray
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No asset minimumsico-info-gray
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Affordable subscription pricingico-info-gray
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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

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Save 33%
Annual Billing
Monthly Billing

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.

Retirement Pacing
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Tax Planning
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Risk of Failure
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Red Flags
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Schedule for free

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Not sure which plan is right for you?
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1-888-857-PLAN
2301 Cherry St Suite C1
Philadelphia PA 19103
McAdam LLC dba RetireUS is an SEC registered investment adviser that maintains a principal place of business in the State of Pennsylvania. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Mcadam LLC dba RetireUS registration status and business operations, please consult the Firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.