Changing lives. One plan at a time.
+ What if it was easy, fast, and affordable to create life-changing financial plans for your clients?
+ What if the plans reliably lowered their taxes, increased their net worth, and left them inspired to invest in their bucket list dreams?
+ What if you could provide annual plan updates for every client, so you knew about changes in their family structure, health and hopes for the future?
That's why we founded PlanScout: to help you help your clients live their best lives.
Income and tax optimization
Maximize Asset values for current and future generations
Income stability with insurance & annuities
Improved budgeting and goal setting during retirement
Built by advisors, for advisors.
Advisor-Centric
As founders, we have decades of experience working with independent advisors to build great practices with modern technology and amazing people-based support services.
Proven Track Record
We were part of the team that grew a major public TAMP from $1 Bn to $100 Bn in AUM using a technology platform that ran the entire advisor back office.
Extensive Experience
We worked with hundreds of practices, supporting hundreds of thousands of clients, and have seen the difference a strong financial plan makes to client outcomes and advisor client relationships.
Raygar Khailany
CEO and Co-founder
With more than 20 years experience helping financial advisors grow through technology and operations outsourcing, he sets the strategic vision for PlanScout to help advisors deliver great outcomes for their clients through great plans that are simply delivered to help financial advisors grow.
Before co-founding PlanScout in 2023, Raygar served as a Senior Vice President at AssetMark, where he focused on driving business transformation through leadership roles in technology, operations, and corporate development and M&A where he helped AssetMark achieve exponential growth throughout his career.
John Murray
Co-founder and Board Chair
John is an operating executive and board member who helps companies achieve transformational outcomes by developing and executing growth plans, adopting new technologies and processes, restructuring operations, and adding and integrating business units.
He has broad experience helping SaaS companies and tech-enabled businesses improve their results through top-line expansion, operating expense reduction and improved operational execution.
John has a bachelor’s degree in finance from the University of Southern California and an MBA from UC Berkeley. He has held leadership roles on many non-profit boards and local and state-wide government commissions.
James Gallagher
Strategic Advisor and SIPS Founder
James is the founder and creator of SIPS. He’s an engineer and former executive at General Motors who pivoted his career to become a Financial Advisor in the late 2000s.
James parlayed his engineering background, innovative and creative spirit, and desire to help and serve his community to build and launch SIPS. James built SIPS to help Financial Advisors just like himself create great plans for clients.
James holds an engineer’s degree from the University of Western Ontario and serves his local community from Ft. Myers, Florida.