PlanScout

One of our biggest takeaways from the 2025 Horizons Conference? Retirement isn’t just about having enough money—it’s about having enough?certainty. Certainty that your income will last. That your healthcare won’t break the bank. That you can weather the unexpected without derailing everything you’ve built. But here’s the thing:?The old retirement playbook is outdated.?People are living longer, relying on fewer guarantees, and navigating a retirement landscape that’s more complex than ever. In 2025, we are keeping an eye out for these top trends shaping the future of retirement for advisors: https://lnkd.in/gqjWWfeF That's why we are thrilled to be spending this week at the The American College of Financial Services for the 2025 Horizons Conference! Grateful to be amongst top advisors and thought leaders who re-enforce that retirement isn’t just about numbers—?it’s about freedom, choices, and peace of mind. Here's to rethinking the future of retirement, together ??

Thank You, The American College of Financial Services! Congratulations on an epic inaugural Horizons Conference! ?? We’re grateful to be a part of this important gathering of minds and to meet so many advisors shaping the future of retirement. Thanks to everyone who stopped by our booth to say hello! Here’s to redefining what it means to retire—together!?

Success doesn’t happen by chance—it starts with a plan. That’s why The SIPS one page plan, powered by PlanScout — is the very foundation of Tucker Financial Group’s advisor playbook. From the main stage at the Super Conference in Orlando, Karlan Tucker and Darren Petty shared their firsthand experience of how the SIPS One-Page Plan has been a game-changer — delivering clarity, efficiency, and results. And not just any results — SIPS plans generate 50% more after-tax income and triple inheritances compared to other tools. Now that’s impact ?? Raygar Khailany and James Gallagher were proud to represent PlanScout, and had a blast meeting with top financial advisors to help them streamline their strategy for success. ?? Missed the event? Learn how the SIPS one-page plan can elevate your financial planning: https://lnkd.in/gDk6dYkm

Will AI Replace Financial Advisors? ??? Today, you don’t need a supercomputer to harness AI’s potential. This accessibility is sparking widespread disruption—and opportunity—across industries, including financial advisory. In this post, we’ll explore how AI could reshape financial advice, the opportunities it presents, and practical ways to leverage AI while safeguarding the irreplaceable value you provide as a human advisor. Are you ready to adapt and thrive? ?? https://lnkd.in/gvRxQWRQ

At PlanScout, we often witness Financial Advisors empowering their clients to spend their savings and enjoy life. Psychological barriers and fears about spending are common, and unfortunately, fear-based articles tend to draw more attention than stories of success. However, a well-crafted financial plan grounded in clear facts and designed for client understanding can help break the cycle of financial safety anxiety. America’s rising cost of living has led to a wave of oversaving. Many Americans, particularly those with higher incomes, are saving far more than necessary. This trend is largely driven by anxiety about the increasing cost of living, especially in retirement. As a result, they’re hoarding cash and cutting costs wherever possible, experts shared with BI. Read in Business Insider:?https://lnkd.in/g7nZGGBa

Two weeks ago, we had a powerful reminder of how proactive tax planning and up-to-date regulatory knowledge can empower advisors to drive meaningful outcomes for their clients. Top financial advisors came together at the Ed Slott and Company Elite Advisors conference in La Jolla to deep-dive into retirement planning, tax strategy, and wealth management. From essential tax strategies to new IRA insights, we had a blast meeting industry experts, sharing our insights and learning from the workshops! Big thank you to Kira Fasanella, Ed Slott, CPA, the entire Ed Slott and Company team and fellow sponsors for making this great gathering of minds possible. See you next time! ?? https://lnkd.in/g_gEPx8f

When you love your mission and work with the smartest people that you know, it is an amazing ride.

Thank you to Ed Slott and Company for hosting such a fantastic event. It was amazing to meet so many talented Elite advisors and a privelage to share our origin story on stage. In case you missed it, it starts with an engineer, James Gallagher, building SIPS planning software 15 years ago so that he could implement and illustrate strategies for his clients that he learned from Ed Slott and Company and then James Gallagher joining forces with Raygar Khailany to launch the PlanScout planning services to reach even more advisors and help them deliver fantastic planning outcomes that include tax planning for their clients.

PlanScout had a fantastic time sponsoring the Ed Slott and Company Elite Advisors conference in La Jolla last week. It was energizing to meet so many sharp advisors who care deeply about adding value for their clients with great plans that include tax planning. Here’s Raygar Khailany, James Gallagher, and John Murray before being overwhelmed with advisors eager to learn more about our planning services.?

We ?? our partnership with Tucker Financial Group. The Tucker team emphasizes that successful advisors who work with them create high quality financial plans and we are honored that the planning tool they recommend is PlanScout's proprietary planning tool SIPS. Here is the Tucker team in Denver today with a group of their advisors sharing why each of them should be using SIPS! Jason Lechuga, Tucker Financial