Transform your financial planning process today
Experience the future of financial planning with PlanScout.
Discover the tools and strategies top advisors are using to optimize their planning
Cut Taxes in Half
Triple Inheritances
%
Achieve 80% Closing Rates
Download our Free Financial Planning Outsourcing Guide
Not sure if outsourcing financial planning is right for you our your firm? Find out the pros and cons.
Our comprehensive, visually engaging plans are designed to help you connect with clients and grow your business effortlessly.
Want to implement tax planning strategies but not sure how to start?
Our planning service is turnkey so you don’t have to worry about using any other tools to craft income plans, tax summaries, and client presentations. We do everything for you except meet with your clients.
Need to hire, train, and manage a new planner on your team?
You can start creating plans with us immediately for $485 / month. Save on average over $1,000 per plan, when compared to in-house support.
Have a backlog of plans from client seminars?
We provide you with instant planning capacity and can turn plans around in as fast as 3 business days
Looking for a ROTH or IUL conversion wizard?
Our iterative planning process allows you to present multiple tax-free conversion strategies using ROTHs and IULs so that your client can choose the amounts they want.
Are you achieving over 80% win-rates with clients?
Advisors working with us are, try a plan with us for free to experience how easy it is to connect clients to our high-quality plans
Have a hard client case and you need some instant and professional expertise?
Our plans help clients of any size including those who may be subject to estate tax now or in the future.
Are your current planning resources just doing data entry for you?
Our plans include a comprehensive income plan, tax summary, and an educational client-ready presentation. They are also tailored to your preferences and each individual client’s needs.
Trying to show your clients the bigger picture beyond insurance and annuity illustrations?
Our comprehensive income plans provide a comprehensive income and tax plan for the rest of your client’s lives
The Last Mile of Tax Planning Webinar
PlanScout’s Proven Process
Structured Plan Intake
As an advisor, you start by completing our structured and comprehensive plan intake interview. This can be done digitally, through a fillable PDF, or with the option for live support from our team if needed.
Plan Preparation
Our expert team at PlanScout leverages our proprietary planning techniques and cutting-edge software to prepare a draft of the financial plan in just 3 to 5 business days.
Plan Review & Customization
We then meet with you to review the plan, ensuring it aligns with you and your client’s priorities.
Adjustment & Final Review
Based on your feedback, PlanScout makes necessary adjustments to the plan, ensuring it meets your exact requirements.
Client Consultation
Finally, you review the financial plan with your client, presenting them with a comprehensive and compelling financial roadmap.
Ready to scale your business with fully outsourced plans with PlanScout?
Our proprietary planning software enhances your clients’ wealth in the following 4 ways:
Tax Efficiency
We strategically manage taxes through intelligent withdrawal sequencing.
Improved Returns
Our expert asset allocation optimization maximizes returns
Goal Achievement
Better budgeting and goal setting for retirement and asset draw-down.
Income Optimization
We ensure your clients make the most of social security and pension incomes.
save 2 months
PlanScout Essential
Create a high-quality financial plan for your clients’ retirement years.
Asset, cashflow, income, and tax forecasts for every year of the plan.
Optimize income longevity.
Stress-testing
Annuity modeling and analysis
Client-ready presentation
PlanScout Advanced
Everything in PlanScout Essentials, plus:
Unlimited plan revisions w/in 90 days.
3-business day turnaround
Tax-optimization analysis
Inheritance maximization
Long-term care affordability analysis
PlanScout Essential
Create a high-quality financial plan for your clients’ retirement years.
Asset, cashflow, income, and tax forecasts for every year of the plan.
Optimize income longevity.
Stress-testing
Annuity modeling and analysis
Client-ready presentation
PlanScout Advanced
Everything in PlanScout Essentials, plus: