PlanScout provides a service for licensed financial professionals to create client-ready financial plans that help clients remain financially secure in retirement while reducing taxes paid and achieving their goals. PlanScout plans often deliver 3x in after-tax income to clients and their heirs.
PlanScout works directly with financial professionals to collect client information and uses proprietary tools and techniques to produce financial plans and presentations for advisors to share with their clients in just 3 days. PlanScout also offers subscriptions to its proprietary SIPS Retirement Planning System for financial professionals who prefer to create their own plans.
Follow along to tap into the future of financial planning and advisor growth 🚀
Company Details
- Employees
- 10
- Founded
- -
- Address
- 1525 11th Ave Ste 300, Seattle,washington 98122,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.planscout.com
- Keywords
- financial planning, tax, asset managment, retirement, wealth management, asset, forecasting, planning, software.
- HQ
- Seattle, washington
Planscout Questions
Planscout's website is http://www.planscout.com
Planscout's LinkedIn profile is https://www.linkedin.com/company/planscout
Planscout has
10 employees.
View email and phone details for 10
employees at Planscout.
Planscout's industry is
Financial Services
Planscout's top competitors are
Murray Aronson, Inc.,
Pedals Up,
Ed Slott And Company,
Assetmark,
Sips Retirement Planning System By Stuart Software Solutions,
Paypro Workforce Management,
Sunpath Financial,
Airpay Money,
Accsource,
Creditiq.
Planscout's categories are Financial Services
Planscout's founding year is 2023
