Schedule a free 30 minute consultation to review your options.

Not sure which plan is right for you? 

Still have questions?

Yes, as a part of your RetireUS plan, you will have direct phone and email access to your financial advisor.

Can I contact my RetireUS financial advisor directly?

The number of virtual meetings with your financial advisor varies depending on your subscription type. For more information view our pricing page.

How often can I meet with my financial advisor?

You have unlimited access to your RetireUS financial advisor through the chat functionality on the RetireUS dashboard.

How often can I speak with my financial advisor about my retirement plan?

Wealth mastery subscribers have direct phone and email access to their Certified Financial Planner and have the ability to schedule 1:1 advanced virtual planning sessions with their CFP.

Can I meet directly with my Certified Financial Planner?

All subscription levels include the ability to communicate with a Certified Financial Planner through the Wealth Concierge tab on the RetireUS dashboard.

Can I speak directly to my Certified Financial Planner?

That is ok. Most RetireUS households have one or more financial professionals that they work with.

What if I already have a financial advisor?

How a relationship continues with your current advisor is your choice.

What happens to my current advisor(s)?

Wealth Concierge is a full service support team for your financial planning process. RetireUS is able to work with a range of wealth management solutions based on what works best for you.

What is the Wealth Concierge?

Your Advisor helps you build a strategy and plan to hit your financial goals. Your Wealth Concierge makes sure your plan is successfully operating.

How does the Wealth Concierge differ from a normal financial advisor?

In an Analysis Review meeting your virtual advisor will use screen share technology to evaluate your current financial situation in relation to your goal.

What is an Analysis Review?

In a planning review meeting your virtual financial advisor will use screen share technology to review your personal investment blueprint to show you how to reach your goals.

What is a Planning Review?

The Analysis Review helps you and your financial advisor assess where you are in relation to your goals. In a Planning Review, you strategize with your retirement advisor on how to reach your goals.

What is the difference between Analysis Review and Planning Review in the RetireUS financial planning and analysis process?

In an Investment Review meeting, you will meet with your investment specialist to review the plan's investments to make sure that they are performing as expected.

What is an Investment Review?

During an Investment Review, your investment specialist will review global economic updates, how your investments are performing in relation to your plan, and help implement new investment strategies that align with your goals.

What does an Investment Review entail?

Most RetireUS clients prefer to have their assets managed directly by their advisor, however this is completely optional. RetireUS is able to work with a range of wealth management solutions based on what works best for you.

Do I have to move all of my assets to RetireUS?

Yes, RetireUS currently manages over $1 Billion in client assets.

Can you manage my investments?

RetireUS has a centralized team of Chartered Financial Analysts and Certified Financial Planner advisors who will directly manage your investment account.

Who manages my investments?

All RetireUS subscriptions include:&nbsp;<ul><li>Virtual meetings with a personal financial advisor</li><li>A certified financial plan</li><li>Unlimited advisor chat</li><li>Unlimited Wealth Concierge support</li><li>Personal retirement dashboard that tracks your progress and assesses planning risks</li><li>Retirement planning checklist to keep you on track</li></ul>

What’s included in my subscription?

Your subscription tier can be changed easily by contacting your Wealth Concierge support team.

How can I change my subscription tier?

If you decide to cancel your subscription you will lose direct access to your RetireUS financial advisor and the paid features of the RetireUS.

What happens if I cancel my subscription?

If you need to cancel your subscription our Wealth Concierge team will assist you in plan termination.

How do I cancel my subscription?

Yes, you always have access to your RetireUS Dashboard which stores your planning profile.

Will I be able to access any information if I need to cancel my subscription?

Your RetireUS subscription is billed Quarterly and includes 3 months of unlimited access to the RetireUS platform.

Is this a one time fee?

RetireUS does not provide &nbsp;financial and retirement planning services on a per meetings basis. All &nbsp;financial and retirement planning services and virtual financial planning meetings are included in your RetireUS subscription.

Do you offer financial and retirement planning services a la carte?

Yes, we will email you an example plan upon request.

Can I see an example plan?

The next step is to complete your planning profile in the RetireUS dashboard.

What are the next steps once I sign up for a RetireUS plan?

From the login screen <a href="https://retire.us/signin">https://retire.us/signin</a>, click "Forgot Password?" to be prompted to change/update your credentials.

How do I reset my password?

Your username is the same as your email. To change this, please contact us directly at <a href="mailto:support@retire.us">support@retire.us</a>

How do I reset my username?

The Wealth Concierge support team can be contacted directly at 1-800-857-PLAN

How do I contact support?

You can update your billing information in the bill tab of your RetireUS Dashboard.

How do I update my billing information?

We only collect information that is necessary to the financial planning process. For more information view our privacy policy.

What personal information do you collect?

All information is stored in an encrypted database, Amazon S3 or Amazon Simple Storage Service which is a service offered by Amazon Web Services that provides object storage through a web service interface. Amazon S3 uses the same scalable storage infrastructure that Amazon.com uses to run its global e-commerce network.

How is my information stored?

A cash flow system to allocate your savings according to your most pressing goals, timelines, and priorities.

Cash Flow Hierarchy®

A goal planning system that leverages excess retirement savings to elevate the value of your estate for future generations.

Lasting Legacy®

A goal planning system to protect retirement assets from market volatility

Resilient Retirement®

A goal planning system to reduce required minimum distributions (RMDs) through strategic tax diversification.

RMD Roadmap®

A cash flow system to create a more tax friendly savings.

Tax Hierarchy

CFP® Systems

A cash flow planning system to maximize complex income like stock incentives and deferred compensation.

Wealth Hierarchy

Current Financial Situation

Insurance & Risk Management

Legacy

Retirement Planning

Short Term Goals

Tax Diversification

Financial Milestones

      LIVE CFP® Workshop Access

LIVE Virtual Advisor Meetings

Meet Directly With CFP®

The Wealth Concierge is a full service support team to assist with onboarding, plan implementation, and account maintenance.

Personal Wealth Concierge

Red Flags Removed

Included Services

Unlimited Advisor Chat

Wellness Check-Ins

Analyze your existing polices to see if there are better products on the market.

Annuity | Insurance Audit

40+ on-demand modules in easy-to-understand “blocks” that will increase your financial literacy and start your planning journey.

Envestnet Myblocks

View your finances from a birds eye view, review your probability of success, and test different planning scenarios.

My Plan

Calculate how much your investments would lose in a market crash.

Portfolio DeepScan

Run a holistic calculation to determine your required retirement nest egg, identify investment needs, and assess pacing.

Sequential Algorithm

Easily rollover old employer retirement plans and expand investment opportunities.

Simple Rollover

Analyze your current tax brackets to identify available tax credits and strategic tax planning opportunities.

Tax DeepScan

Tools & Insights

Analyze your legacy’s future value, estate expenses, and projected beneficiary distributions.

Wealth DeepScan

Learn how to live life on your own terms for as little as $39.95/month.

Invest in your future

Live 1:1 advisor meetings to plan for your financial goals, investment strategy, and cash flow.

Ongoing advisor review meetings to track how your plan is operating & make strategic adjustments.

Analysis and financial strategy from a CERTIFIED FINANCIAL PLANNER™ (CFP®).

 A dedicated Wealth Concierge team for meeting support, account service, and planning updates.

A personal cash flow plan to prioritize monthly savings.

The RetireUS Dashboard for plan organization and easy communication with your Wealth Concierge support team.

All RetireUS subscriptions include:

Choose a plan that fits your goals

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