Mastering your finances has never been easier
We combine expert advice, proprietary systems, and cutting-edge tools to empower your financial future.
Empowering you with financial experts
RetireUS connects you with independent financial professionals & CERTIFIED FINANCIAL PLANNERS™ to guide you on your path to financial freedom.
Here’s how they support you:
Live Virtual Meetings
Engage with licensed financial experts in real-time to build personalized financial systems.
Unlimited Advisor Chat
Have your questions answered anytime, enhancing your planning experience.
Live CFP® Workshops
Participate in workshops led by Certified Financial Planners™ to expand your knowledge.
Financial Red Flag Removal
Address and eliminate key risks that are impacting your wellness journey.
About us
··Guidance on four levels of financial wellness
Each level has a different purpose and becomes more comprehensive as you advance
Level 1
Mindfulness
Unlock clarity on your current financial situation.
Purpose
Organizing finances and building habits for wealth creation.
Areas of Focus
Current Situation
Evaluate financial red flags, current progress towards goals, and get organized for a healthier financial future.
Level 2
Basic Planning
Establish the foundation for financial success.
Purpose
Establishing a solid financial foundation.
Areas of Focus
Current Situation
Evaluate financial red flags, current progress towards goals, and get organized for a healthier financial future.
Risks & Insurance Evaluation
Assess potential financial risks and determine appropriate insurance coverage.
Short Term Savings Strategy
Develop strategies for intermediate goals, including savings and investment plans.
Retirement Planning
Evaluate retirement progress and strategies for savings and investments.
Level 3
Tax Mastery
Master the art of tax diversification.
Purpose
Enhancing your financial plan with advanced tax saving strategies.
Areas of Focus
Current Situation
Evaluate financial red flags, current progress towards goals, and get organized for a healthier financial future.
Risks & Insurance Evaluation
Assess potential financial risks and determine appropriate insurance coverage.
Short Term Savings Strategy
Develop strategies for intermediate goals, including savings and investment plans.
Retirement Planning
Evaluate retirement progress and strategies for savings and investments.
Tax Diversification
Balancing investments for optimal tax efficiency.
Level 4
Wealth Mastery
Build a Lasting Legacy®.
Purpose
Maximizing wealth and establishing a lasting legacy.
Areas of Focus
Current Situation
Evaluate financial red flags, current progress towards goals, and get organized for a healthier financial future.
Risks & Insurance Evaluation
Assess potential financial risks and determine appropriate insurance coverage.
Short Term Savings Strategy
Develop strategies for intermediate goals, including savings and investment plans.
Retirement Planning
Evaluate retirement progress and strategies for savings and investments.
Tax Diversification
Balancing investments for optimal tax efficiency.
Legacy
Strategies for estate valuation, tax reduction, and wealth transfer.
Services | Systems built by a CFP® to level up your finances
We spent decades collaborating with CERTIFIED FINANCIAL PLANNERS™ to create personal financial systems that can be tailored to your unique situation.
Basic Planning
Resilient Retirement®Protect retirement assets from market volatility by giving your investments calculated purpose.- Cash Flow Hierarchy®Strategically allocate your savings according to your most pressing goals, timelines, and priorities.
Tax Mastery
- RMD Roadmap®Reduce required minimum distributions (RMDs) through strategic tax diversification.
- Tax Hierarchy®Refine your cash flow strategy to create a more tax friendly savings.
This level includes all
Basic Planning systems
Wealth Mastery
- Lasting Legacy®Leverage excess retirement savings to elevate the value of your estate for future generations.
- Wealth Hierarchy®Maximize your complex income, company stock, or deferred compensation.
This level includes all
Basic and Tax Mastery systems
Each system is a step towards mastering your financial landscape, offering clarity, security, and growth. Start implementing these personalized systems today for a brighter financial future.
Providing tools and insights for your journey
Our Financial Wellness Toolkit is included with all RetireUS accounts. Register for free and unlock the first six tools and insights instantly.
RetireUS Financial Wellness Toolkit:
Resources LibraryExpert articles, guides, and how-tos to help you build confidence, take action, and stay on track at every stage of your financial journey.
Annuity & Insurance AuditAnalyze your existing polices to see if there are better products on the market.
Portfolio DeepScan®Calculate how much your investments would lose in a market crash.
Simple Rollover®Easily rollover old employer retirement plans.
Financial CheckpointAssess your current retirement progress, tax planning & risks in 4 minutes.
Financial Wellness ReviewConnect with an advisor to review your goals and financial red flags.
Sequential AlgorithmRun a holistic calculation to determine your required retirement nest egg, identify investment needs, and assess pacing.Available with:
Basic Planning
Tax Mastery
Wealth Mastery
Tax DeepScanAnalyze your current tax brackets to identify available tax credits and strategic tax planning opportunities.Available with:
Tax Mastery
Wealth Mastery
Wealth DeepScanAnalyze your legacy’s future value, estate expenses, and projected beneficiary distributions.Available with:
Wealth Mastery
Ongoing support & accountability
The Wealth Concierge is your dedicated guide, ensuring smooth progress throughout your financial journey.
Wellness Check-ins:
Regular updates to keep your financial priorities on track.
Planning Cycle Coordination
Structure and accountable for building wealth.
Systems Implementation
Hands-on support to integrate new strategy.
Account Servicing & Support
Hassle-free assistance with your financial accounts.
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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 https://www.adviserinfo.sec.gov