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
Staying Ahead of DOL Fiduciary Rule Changes: What RIAs and Insurance Agents Need to Know
If you’re recommending clients purchase insurance products like annuities in their rollover IRA, you might need to be prepared to prove that you are acting in your client’s best interest as an investment advice fiduciary. For Registered Investment Advisors (RIAs),...
How to find ROTH IRA Conversion sweet spots to maximizing retirement savings with SIPS Advanced
When planning for retirement, many individuals seek strategies to minimize taxes and maximize savings. One popular strategy is the Roth IRA conversion. In this article, we'll delve into how by implementing Roth IRA conversions, you can create tax-free savings to be...
Helping Your Clients Fulfill Their Travel Dreams with Smart Financial Planning
At PlanScout, we believe that effective financial planning goes beyond crunching the numbers—it’s about helping clients achieve their dreams and aspirations. Whether it’s taking that once-in-a-lifetime vacation, exploring new destinations, or enjoying frequent...