Planscout
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
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- KL
Katerina Logrono
Financial Planner Consultant · Finance & Accounting
EmailPhone - EM
Emmah Meyer
Account Relationship Manager · Other
EmailPhone - RK
Raygar Khailany
CEO & Co-founder · General Business & Management
EmailPhone
Showing 3 of 8 verified contacts
Top roles at Planscout
5 distinct titles indexed · top 5 shown.
- 1account relationship manager
- 1ceo & co-founder
- 1financial planner consultant
- 1paraplanner
- 1vice president operations
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