Financial wellness at your fingertips

RetireUS was intentionally designed to make virtual financial planning easy, straightforward and unbelievably user friendly.

Financial wellness at your fingertips
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Start planning with ease

Self Started Onboarding Wizard

Set your goals, complete your planning profile, and start the planning process effortlessly from your computer, phone, or tablet.

Self Started Onboarding Wizard

Step-By-Step Planning To-Dos

Dynamic planning to-dos make it easy to understand next steps, keep your planning cycle on pace, and will hold you accountable to take action. 

Step-By-Step Planning To-Dos

Streamline communication

Unlimited Advisor Messaging

A direct line of communication between you, your CFP®, and Wealth Concierge.

Unlimited Advisor Messaging

Meeting Scheduling

Book time immediately with your Wealth Concierge or advisor to check-in on investments and chat about your plan’s progress.

Meeting Scheduling

Account Servicing & Support

Create requests directly with your Wealth Concierge team for account updates, money movement requests, or general support.

Account Servicing & Support

Stay connected

to your finances

Planning Cycle Tracking

Hold your finances accountable through the RetireUS planning cycle to never lose track of your financial plan. 

Planning Cycle Tracking

Secure Documents Portal

Keep records and share documents effortlessly with your advisor team through your encrypted virtual vault.

Secure Documents Portal

Investment Account Aggregation

Link your personal investments and liabilities in one place to keep your finances organized.

Investment Account Aggregation

My Plan

View your financial plan from a birds eye view to review your probability of success and test different planning scenarios.

My Plan

Getting started is as easy as 1-2-3

01
Start for free with a Retirement Checkpoint
Start for free with a Retirement Checkpoint

Our 4-minute quiz will assess your current retirement progress and recommend a planning subscription that is right for you.

02
Complete your profile
Complete your profile

Once you choose a plan, the RetireUS dashboard will ask you a few simple questions to give your CFP® a full picture of your financial goals and current planning progress.

03
Hop on a video call with your advisor
Hop on a video call with your advisor

After your profile is complete, you and your advisor will meet virtually to discuss financial goals, analyze current investments, & begin the RetireUS Planning Cycle.

Get started for free··
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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 www.adviserinfo.sec.gov.