You deserve trusted financial guidance
- The fastest way to plan - get started in 4 minutes
- Easily work with vetted independent CFP®s
- No high fees or asset minimums
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Most financial advisors don’t have to work in your best interest
Fiduciary advice at your fingertips
Real human relationships supported by thoughtful technology.
Seamlessly meet with your advisor from anywhere in the world. Stay connected via messages, securely link your accounts, and track next steps — all in one place.
It’s the simplest way to plan for the future and manage your investments with a trusted financial expert.
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The fastest path to financial clarity
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··A simplified approach to mastering your money
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.
See my current level
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Access premium investment strategies without the barriers
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.
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··Get started for free with an instant financial assessment
Our 4-minute multiple choice quiz will evaluate your
current financial situation, identify issues, and provide
recommendations for next steps.
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Phone graphic is an example and doesn't reflect any one individual's results.
RetireUS vs. Traditional Financial Planning
 | Traditional Planning |
|---|
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 | | |
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!
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··- Access fiduciary investment advice with no asset minimums
- Live workshops and articles from industry experts
- Free tools and resources to support your planning journey
(save $241.00)
- Learn the “magic number” you will need in savings to safely retire
- Unlock access to “high net-worth” investment strategies
- Optimize cash flow for insurance, short term goals, and retirement
(save $361.00)
- See your projected Required Minimum Distributions (RMDs)
- Explore advanced tax strategies to reduce future RMDs and taxes
- Strengthen your cash flow with tax-efficient savings strategies
(save $601.00)
- Estimate your future estate value and what your heirs may receive
- Unlock access to “tax friendly” wealth transfer strategies
- Optimize employer stock plans & deferred compensation
Not sure which plan is right for you?
Connect with a RetireUS professional for a free LIVE Financial Assessment to discuss these key areas and how we help.
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