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](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1686315868%2Fimg_1_416c1a7163.png&w=3840&q=75)
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](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1677257760%2Fplan_1_5fa0f8c42c.png&w=1920&q=75)
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](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1677257783%2Fplan_2_6cd4c99e03.png&w=1920&q=75)
Streamline communication
Unlimited Advisor Messaging
A direct line of communication between you, your CFP®, and Wealth Concierge.
![Unlimited Advisor Messaging](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1677257826%2Fplan_3_4c9515c742.png&w=1920&q=75)
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](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1679045715%2Fplan_4_eca28bcb03.png&w=1920&q=75)
Account Servicing & Support
Create requests directly with your Wealth Concierge team for account updates, money movement requests, or general support.
![Account Servicing & Support](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1677257875%2Fplan_5_7f676289cb.png&w=1920&q=75)
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](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1677257922%2Fplan_6_d713be98c0.png&w=1920&q=75)
Secure Documents Portal
Keep records and share documents effortlessly with your advisor team through your encrypted virtual vault.
![Secure Documents Portal](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1677257948%2Fplan_7_33f65bc4c2.png&w=1920&q=75)
Investment Account Aggregation
Link your personal investments and liabilities in one place to keep your finances organized.
![Investment Account Aggregation](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1677257968%2Fplan_8_2b854ede82.png&w=1920&q=75)
My Plan
View your financial plan from a birds eye view to review your probability of success and test different planning scenarios.
![My Plan](/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fdqmpt34da%2Fimage%2Fupload%2Fv1677257989%2Fplan_9_86d1ab1b7d.png&w=1920&q=75)
Getting started is as easy as 1-2-3
Our 4-minute quiz will assess your current retirement progress and recommend a planning subscription that is right for you.
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.
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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