Retirement Advisor Pro supplements and accelerates the value of your NSSA and IRMAA designations — turning your specialized Social Security and Medicare expertise into client-ready plans in minutes, so you deliver more value and win more business.
Medicare surcharge optimization
AI-powered client setup
Optimization strategies
Professional advisor websites
Everything you need to provide world-class retirement planning services to your clients, powered by cutting-edge AI technology.
Streamlined client onboarding powered by AI to quickly gather essential information and start planning.
Comprehensive Medicare planning with advanced IRMAA strategies to minimize surcharges for high-income clients.
Sophisticated Social Security claiming strategies to maximize lifetime benefits for your clients.
Advanced Roth conversion modeling to help clients optimize their tax strategies and retirement income.
Professional level audit trail tools to support your retirement planning practice.
AI-powered insights that help you understand client needs and deliver compelling recommendations that close deals.
Our comprehensive suite of retirement planning tools is designed specifically for financial professionals who demand accuracy, efficiency, and client satisfaction.
AI-powered calculations deliver instant results for complex retirement scenarios.
Enterprise-grade security and compliance with industry regulations.
24/7 technical support and ongoing education resources.
A single $1M household is worth roughly $10,000 a year to your practice. RetirementAdvisorPro is $1,200 — and it works on every client you have, not just the one that paid for it.
Send us a case. We build the conversion schedule, the surcharge mapping and the survivor analysis, brand it to your firm, and join you for the client meeting — or rehearse it with you beforehand.
Includes 90 days of the platform, with your case already built in it.
Running a team, an IMO, or an advisor network? Volume pricing starts at 25 seats →
Because planning software only pays off once it’s part of how you work. Advisors who commit for a year actually build it into their client process — and get far more out of it. We price to encourage that.
Us. The software gives you unlimited cases you build yourself. Case design means we build one with you, brand it to your firm, and sit in on the client meeting. It also includes 90 days of the platform, so you finish with your case already loaded.
Yes. You can move between monthly and annual at any time. Changes are prorated and reflected in your next billing cycle.
No. Existing subscriptions keep their current rate. These prices apply to new subscriptions only.
No setup fees. Every plan includes onboarding and training to get you running on a real client case quickly.
Client-value figures are illustrative industry medians — approximately $9,300–$11,000 in annual revenue per client (Schwab RIA Benchmarking Study, 2023–2024) and roughly 1% advisory fees on $1M–$1.5M households (McKinsey–PriceMetrix). Your practice economics will differ.
See what industry professionals are saying about our platform
Wealth Management Partners
San Francisco, CA
"RetirementAdvisor Pro has transformed how we serve our clients. The IRMAA planning tools alone have saved us countless hours while providing superior outcomes."
Retirement Solutions Group
Austin, TX
"The AI-powered Social Security optimization is incredible. Our clients are seeing significantly higher lifetime benefits thanks to this platform."
Thompson Financial Advisory
Denver, CO
"The turnkey websites for IRMAA and Social Security have given our practice a competitive edge. Professional, informative, and client-friendly."
Experience the power of AI-driven retirement planning and see why leading advisors choose our platform to serve their clients better.
Start Your Free TrialGet in touch to learn how RetirementAdvisor Pro can enhance your client services
See RetirementAdvisor Pro in action with a personalized demo tailored to your practice.
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(774) 565-2231
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