The First Detailed Retirement Planning Software That Also Offers The Option to Integrate Effective Long-Term Care Solutions
Imagine a Comprehensive Retirement & Detailed Income Planning Tool
Built to Optimize the Value You Offer to Your Clients
AND the Cost to You
Welcome to TruPLAN®
TruPLAN® is truly unique.
Easy-to-use, intuitive interface
Comprehensive retirement and income planning summaries
Dynamic reports and interactive graphs
Detailed tax calculations
Integrated RMD, itemized Inherited IRA, and detailed social security optimization
Additional value-added calculators
Long-Term Care illustrations and presentations
Perfect for engaging and effective client planning
Long-Term Care Services and Benefits
The Long-Term Care module in our software was built to help financial professionals guide clients through one of retirement’s most overlooked risks—extended care costs. Whether clients are insurable or not, our asset-based strategies provide real, flexible solutions that work. This powerful tool delivers everything the advisor needs to educate and act:
A presentation roadmap and script
Simple and client-ready visuals that address affordability
Illustrations that show how the client wins—whether they ever need care or not.
Our support includes case design and hands-on sales assistance to help you turn conversations into confident decisions.
Pricing Plans
Monthly
Annual
TruPLAN® Retirement
XX
$99 mo
Per Advisor
For advisors focused on providing their clients with a sound retirement and detailed income plan at a favorable price point.
.
No contracts - cancel anytime
TruPLAN® Advanced
(Includes LTC module)
$149 mo
Per Advisor
For advisors who understand the value of adding asset-based Long-Term Care planning to their clients retirement plans and doing so in an easy 3-step presentation process.
No contracts - cancel anytime
Long-Term Care
(Stand alone LTC Module)
$75 mo
Per Advisor
The TruPLAN LTC module only - can integrate with most platforms.
A simple "Plug & Play" option
No contracts - cancel anytime
Trial Offer
$99
Three Month Trial
A great opportunity to experience the benefits of TruPLAN ® Advanced at a low introductory cost!
Three month term - cancel anytime
What others are saying
"Game Changer"
This is the first time in my 30+ years as a financial advisor that I’ve seen financial software of this detail at such a reasonable price. It’s also the first time I’ve seen software provide such a unique approach to addressing long-term care. TruPLAN is a game changer.
Lisa G.
Chicago, IL
"Unmatched"
TruPLAN is just different. While the features of the retirement income plan compare favorably to the bulk of software options in the marketplace, its ability to also address long-term care as a critical part of retirement planning is unmatched. What’s also unmatched is the price. I would highly recommend TruPLAN to anyone looking to elevate their practice and significantly boost their revenue.
Brian H.
Ann Arbor, MI
"Easy To Understand"
TruPLAN stands out in a crowded fintech field. It truly provides our firm with the ability to illustrate complex retirement data with simple and easy-to-understand reports that are well received by our clients. It is also the first software I’ve seen that can also simply illustrate the importance of long-term care. TruPLAN has become the engine that effectively drives our practice.
Tim G.
West Palm Beach, FL
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