Retirement Advisor Pro
ARPI endorses Retirement Advisor Pro as the comprehensive planning platform for financial professionals who serve clients navigating Social Security, IRMAA, and retirement income decisions. NSSA® and IRMAACP™ holders receive an exclusive discount through the link below.
Exclusive pricing for NSSA® and IRMAACP™ holders
About an eighth of what one client is worth.
A single $1M household is worth roughly $10,000 a year to your practice. Retirement Advisor Pro is $960 annually — and it works on every client you have, not just the one that paid for it.
For NSSA® and IRMAACP™ holders, the value proposition is even sharper: your credential gives you the expertise; this platform gives you the infrastructure to deliver it at scale.
Everything You Need in One Platform
Bank-level security, 24/7 support, and tools built for the complexity that NSSA® and IRMAACP™ credential holders encounter every day.
Social Security Planning
Sophisticated claiming strategies to maximize lifetime benefits for your clients.
- ✓Benefit optimization modeling
- ✓Spousal strategy analysis
- ✓Break-even calculations
- ✓Survivor and filing-status transition analysis
- ✓Custom client presentations
IRMAA & Medicare
Comprehensive Medicare planning with advanced IRMAA strategies to minimize surcharges for high-income clients.
- ✓IRMAA modeling with the two-year lookback
- ✓Income threshold monitoring
- ✓Medicare surcharge optimization
- ✓Tax strategy integration
- ✓Turnkey client websites
Roth Conversion Modeling
Advanced Roth conversion scheduling to help clients optimize their tax strategies and retirement income.
- ✓Multi-year conversion scheduling
- ✓Tax impact analysis
- ✓Income bracket optimization
- ✓Client-friendly illustrations
Client Onboarding & Reporting
AI-powered onboarding and professional-grade reports that run under your firm's logo.
- ✓AI-powered client setup
- ✓Automated data collection
- ✓Client-ready reports under your firm's logo
- ✓Presentation mode for live meetings
- ✓CRM integration
Simple, Flat-Rate Access
Annual Plan
20% off with your NSSA® or IRMAACP™ designation
Get Started →- ✓IRMAA modeling with two-year lookback
- ✓Roth conversion scheduling & tax impact
- ✓Social Security claiming optimization
- ✓Survivor & filing-status transition analysis
- ✓Client-ready reports under your firm's logo
- ✓Presentation mode for live meetings
- ✓Onboarding session included
- ✓Rate locked for the life of your subscription
Monthly Plan
$1,668 billed over a year
Get Started →- ✓IRMAA modeling with two-year lookback
- ✓Roth conversion scheduling & tax impact
- ✓Social Security claiming optimization
- ✓Survivor & filing-status transition analysis
- ✓Client-ready reports under your firm's logo
- ✓Presentation mode for live meetings
- ✓Single user access
Trusted by Financial Professionals
“RetirementAdvisor Pro has transformed how we serve our clients. The IRMAA planning tools alone have saved us countless hours while providing superior outcomes.”
“The AI-powered Social Security optimization is incredible. Our clients are seeing significantly higher lifetime benefits thanks to this platform.”
“The turnkey websites for IRMAA and Social Security have given our practice a competitive edge. Professional, informative, and client-friendly.”
Testimonial disclosure: These statements reflect the individual experience of the advisors named and are not a guarantee of future results.
Common Questions
Why does ARPI recommend Retirement Advisor Pro?
We evaluated the planning tools available to financial professionals and Retirement Advisor Pro stands out for the depth of its IRMAA modeling, Social Security optimization, and Roth conversion scheduling. It's a natural complement to the expertise NSSA® and IRMAACP™ holders develop — the software helps you put that knowledge to work efficiently for every client.
Is it built specifically for NSSA and IRMAACP holders?
No — it's built for any financial professional who serves clients navigating retirement income, Medicare, and Social Security decisions. We endorse it because it is an exceptionally good fit for what our credential holders do. The platform also offers an exclusive discount for NSSA® and IRMAACP™ holders through the link on this page.
What's included in the annual plan?
The annual plan includes IRMAA modeling with the two-year lookback, Roth conversion scheduling and tax impact analysis, Social Security claiming optimization, survivor and filing-status transition analysis, client-ready reports under your firm's logo, presentation mode for live client meetings, an onboarding session, and a rate locked for the life of your subscription.
Is there a setup fee?
No setup fees. Every plan includes onboarding and training to get you running on a real client case quickly.
Can I see it in action before committing?
Yes. Retirement Advisor Pro also offers a case design option where their team builds out a full client case with you, brands it to your firm, and walks you through the client meeting — a good way to experience the platform end to end before going solo.
Put Your Credentials to Work
ARPI endorses Retirement Advisor Pro as the planning software of choice for our credential holders. Get exclusive pricing through the link below.
Get the ARPI Discount →