Financial wellness at your fingertips
RetireUS was intentionally designed to make virtual financial planning easy, straightforward and unbelievably user friendly.
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.
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.
Streamline communication
Unlimited Advisor Messaging
A direct line of communication between you, your CFP®, and Wealth Concierge.
Meeting Scheduling
Book time immediately with your Wealth Concierge or advisor to check-in on investments and chat about your plan’s progress.
Account Servicing & Support
Create requests directly with your Wealth Concierge team for account updates, money movement requests, or general 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.
Secure Documents Portal
Keep records and share documents effortlessly with your advisor team through your encrypted virtual vault.
Investment Account Aggregation
Link your personal investments and liabilities in one place to keep your finances organized.
My Plan
View your financial plan from a birds eye view to review your probability of success and test different planning scenarios.
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.
