Great client plans, simply delivered.
ELEVATE PLANS
Grow your business.
Crafting great financial plans for advisors is all we do:
- Get custom-branded plans, client delivered in 3 to 5 business days.
- Impress your clients with an elevated experience and high-yielding recomendations
- Increase your close rate & reduce churn with annual plan updates
%
Time Saved
The average advisor spends 15 hours on a plan. PlanScout advisors spend 3.
DELIGHT YOUR CLIENTS
Great Plans
Our planning techniques are consistently evolving to add more value to your clients:
- Make an impact with beautiful and easy to grasp visuals
- Capture your client’s goals and lifestyle needs to ensure confidence in retirement & beyond
- Empower your clients by measuring success in terms they understand
Plans starting at $485 a month
Simply delivered.
We are in the relationship business, just like you. Interact with our planning experts who tailor plans to fit your preferences.
Seamless Financial planning
Why outsource financial planning?
Great Plans = Happy Clients
A great financial plan, updated annually ensures you stay in touch with changes in your clients earning and spending – ensuring your asset allocation and investment approach are aligned with their needs.
Life changing recomendations
Our plans show clients how to maximize the after-tax value of their lifetime income. We use simple illustrations to support timing of Social Security withdrawals, IRA conversions, annuity purchases and charitable giving.
Fast delivery
Plans are initially delivered in 3 to 5 business days from submission.
Custom to your practice
Our plans are tailored to your business. We can achieve great results using the products you recommend and use in your practice.
We're on your team
Meet live with our US team of dedicated relationship managers to fine-tune and finalize your client plan.
Our Blog
Happy Halloween! Financial frights: A look at 5 Common Spooky Financial Plan Mistakes That Haunt Us
Over the years, we have worked with hundreds of advisors and reviewed thousands of financial plans. In this time, we've encountered some truly frightful errors that can lead to nightmarish consequences. This Halloween, let’s take a moment to reflect on the mistakes...
In Case You Missed It: PlanScout at Ed Slott’s Elite IRA Advisor Group Workshop 2024
Go To Ed Slott Landing Page What a fantastic time we had at Ed Slott’s Elite IRA Advisor Group Workshop from October 23 to 25, 2024, in beautiful La Jolla, California! As proud sponsors of this premier event, PlanScout joined an incredible lineup of financial advisory...
Staying Ahead of The Seminar Surge
It's September! Kids are back in school, summer vacations have come to an end (boo), and we’re all settling back into our routines. For many financial professionals, this return to normal is also the perfect time to reignite seminars and refill client...