Thank You for Connecting at Tucker’s 19th Annual Super Conference!
We are thrilled to have connected with you at this year’s event. To say thanks, we’d like to offer you a free PlanScout plan.
We’re committed to help Tucker advisors grow their business with cheaper, faster, better financial plans.
Founded by Advisors
Our mission is to address one of the most challenging aspects of your practice – crafting and maintaining high-quality financial plans for your clients.
Optimize your plan creation
We provide planning software and outsourcing services to offer your clients comprehensive cash-flow financial plans that visually highlight the immense value of your recommendations.
Optimized financial plan creation to grow your business
SIPS
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Software: the best planning tool for cashflow financial planning
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In-house: optimize your existing in-house plan creation
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Industry leader in Annuities: Illustrates insurance and annuities to create a holistic and comprehensive financial plan
PlanScout
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Service: Get custom-branded plans, powered by SIPS, client delivered in 2 to 4 business days.
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Outsourced: Advisors work with clients, PlanScout builds custom plans for advisors.
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Comprehensive oversight: PlanScout will monitor an entire advisor portfolio, delivering a portfolio-level view of client planning action opportunities.
Book a free live demo of SIPS
We’ve developed a robust platform to help independent financial advisors deliver outstanding plans to clients and grow their business. Want to see for yourself?
Want to try SIPS for free?
SIPS has assisted numerous Tucker advisors optimize their planning and expand their businesses. We’re certain that you’ll find it invaluable, which is why we’re excited to offer you a risk-free 30-day trial.
Sign up for SIPS with your exclusive Tucker discount
Save over $500 / year with coupon codes:
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‘TUCKER’ SIPS Essentials annual plan for $999 a year
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‘TUCKERMONTHLY’ SIPS Essentials Monthly for $95 a month
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SIPS Essential
Originally $149/month- Ideal for smaller advisors or those venturing into planning services.
SIPS Advanced
Starting at $285/month- Perfect for most advisors, offering comprehensive planning capabilities.
SIPS Enterprise
Contact us for pricing- Tailored for our largest clients, featuring advanced system integration, workflow customization, and white-labeled reporting options.
*Price applied at checkout – simply use coupon codes ‘TUCKER’ or ‘TUCKERMONTHLY’
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.
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.