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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 support you in planning for six key areas of your financial life, each building on the last to create four levels of financial clarity.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

Start 4 minute financial checkpoint

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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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Your independent CFP® operates with an open-architecture approach, so that you can take advantage of unique investment products with no asset minimums. Curious to learn more? Schedule a free demo to discover how easy it is to take control of your financial future.

Access premium investment strategies without the barriers

Start my free financial assessment

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Plan and invest with fiduciary professionals who are legally required to put you first

<ul><li>The fastest way to plan - get started in 4 minutes</li><li>Easily work with vetted independent CFP®s</li><li>No high fees or asset minimums</li></ul>

You deserve trusted financial guidance

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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

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No consultation required

Meet with licensed professionals

Always fiduciary experts

In-office appointments

Meet from anywhere

24/7 digital access

Frictionless onboarding

Streamlined planning process

Open architecture all in one place

Never asset minimums

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

Includes Mindfulness benefits +

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

Includes Basic Planning benefits +

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

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

Wealth Mastery

Includes Tax Mastery benefits +

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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Federal employee ready for retirement? Check out our <a href="https://retire.us/gov">Free Resource HUB</a>!