Our FREE Financial Checkpoint can assess your retirement timeline, tax planning & red flags in 4 minutes
Financial freedom through wellness & expert advice
Organize your finances, build strong financial habits, and work with a team of licensed professionals to achieve your goals.
Get started for free with a Financial Checkpoint quiz.
Do you feel disconnected from your finances?
Start managing your finances like a professional
The RetireUS platform was designed to help you build habits around financial wellness & wealth creation.
A CERTIFIED FINANCIAL PLANNER™ will create a goal based strategy for your investments & household cash flow.
Work with a dedicated professional to organize your finances, answer financial questions, & implement a plan to achieve your goals.
Get your finances into a planning rhythm that keeps your investments and savings in constant alignment with your goals.
Get started today for free with an instant financial wellness check
Our 4-minute multiple choice quiz will evaluate your financial planning progress, identify issues, and provide recommendations for next steps.
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How RetireUS works
Getting Started
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 & connect your investment accounts 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.
Ongoing Support
With RetireUS, you have a personal Wealth Concierge who will help monitor your plan, make sure everything is on track, and schedule review meetings with your advisor.
As life changes occur and questions about your finances arise, your advisor team is always just a quick message away.
Your personal dashboard will track planning progress, prioritize next steps, and give you a birds eyes view of your household’s finances to hold your financial plan accountable.
Not sure which plan is right for you?
Our free Financial Checkpoint quiz will recommend a subscription by assessing these key areas:
