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Our approach is simple
We use technology to connect you with tools, education, and financial experts that support six financial milestones.
Each milestone builds upon the last, creating four levels of financial wellness.
Learn more··Each milestone builds upon the last, creating four levels of financial wellness.
We make the journey easy
Start today in only a few minutes:
In 4-minutes, our Free Financial Checkpoint will instantly assess your wellness level & recommend which level is right for you.
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After completing your profile, we’ll match you with an independent financial professional who aligns with your goals, concerns, and current financial status.
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Begin the RetireUS Planning Cycle - a simplified approach for managing your finances like an expert.
Expert guidance has never been more affordable
Receive personalized guidance from an independent CERTIFIED FINANCIAL PLANNER™. This premium service is valued at over $5,000/year an average and is now accessible for as little as $39.95/month
Read the source View Pricing··Get started for free with an instant financial wellness check
Our 4-minute multiple choice quiz will evaluate your
level of financial wellness, identify issues, and provide
recommendations for next steps.
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Our free Financial Checkpoint quiz will recommend a subscription by assessing these key areas:
Retirement Pacing
Tax Planning
Risk of Failure
Red Flags
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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.