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We use technology to connect you with tools, education, and financial experts that support six financial milestones.&nbsp;Each milestone builds upon the last, creating four levels of financial wellness.

Our approach is simple

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Our 4-minute multiple choice quiz will evaluate yourlevel of financial wellness, identify issues, and providerecommendations for next steps.

Get started for free with an instant financial wellness check

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Receive personalized guidance from an independent CERTIFIED FINANCIAL PLANNER™. This premium service is valued at over $5,000/year an average and is now accessible for as little as $39.95/month

Expert guidance has never been more cost-effective

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We make it easy to master your finances through time saving technology and quick access to independent experts.

You deserve financial freedom

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In 4-minutes, our Free Financial Checkpoint will instantly assess your financial health & recommend a path to financial freedom that is right for you.

Start today in only a few minutes:

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After completing your profile, we’ll match you with an independent financial professional who aligns with your goals, concerns, and current financial status.

Get matched with an independent expert:

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Begin the RetireUS Planning Cycle - a simplified approach for managing your finances like an expert.

Receive financial clarity

We make the journey easy

Establish the foundation for financial success

Up to 3 LIVE advisor meetings to review current situation, risk & insurance, short term savings, & retirement.  

Resilient Retirement® system to protect savings from market volatility.

Cash Flow Hierarchy® system to prioritize monthly savings.

Ongoing planning meetings to keep your finances on track.

Basic Planning

Master the art of tax diversification

Up to 4 LIVE advisor meetings to review current situation, risk & insurance, short term savings, retirement, & tax diversification.

RMD Roadmap® system to strategically diversify future tax liabilities.

Tax Hierarchy® system to make savings more tax friendly

Ongoing tax planning meetings to keep your finances on track.

Tax Mastery

Unlimited LIVE advisor meetings with a CERTIFIED FINANCIAL PLANNER™ to review all financial milestones

Lasting Legacy® system to leverage a retirement surplus for legacy maximization.

Wealth Hierarchy® system to  prioritize complex income based on tax implications & vesting schedule.

Ongoing CFP® meetings to keep your finances on track.

Wealth Mastery

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 level of wellness

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Our free Financial Checkpoint quiz will recommend a subscription by assessing these key areas:

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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Worried about a market crash? Learn how to protect your investments with a <a href="https://retire.us/deepscan">Portfolio DeepScan®</a>