Frictionless financial planning
RetireUS was intentionally designed to make working with an advisor easy, straightforward, and unbelievably user friendly.
Start planning with ease
Get started in minutes
Set your goals, complete your planning profile, and start the planning process effortlessly from your computer, phone, or tablet.
Always know your next step
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.
View all accounts in one place
Link your personal investments and liabilities in one place to keep your finances organized.
Stay connected to your team of professionals at all times
Get answers when you need them
Unlimited Advisor Messaging gives you a direct line of communication between you, your CFP®, and Wealth Concierge.
Move at your own pace
Book time immediately with your Wealth Concierge or advisor to check-in on investments and chat about your plan’s progress.
Never lose track of your
finances again
Get into a financial routine
Hold your finances accountable through the RetireUS planning cycle to never lose track of your financial plan.
Share files with confidence
Keep records and share documents effortlessly with your advisor team through your encrypted virtual vault.
Getting started is as easy as 1-2-3
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.
Getting started is as easy as 1-2-3
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.
Getting started is as easy as 1-2-3
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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