# PlanScout

> PlanScout is a Seattle-based financial technology and services company that prepares custom-branded retirement plans for licensed financial professionals and sells its SIPS Retirement Planning System to advisors who prefer to build plans themselves. Its wager is that an advisor's scarce resource is not another projection tool but the time and expertise required to turn client data into a persuasive, tax-aware plan.

- **Founded:** 2023
- **Headquarters:** Seattle, United States
- **Founders:** Raygar Khailany (CEO and Co-founder), John Murray (Co-founder and Board Chair)
- **Team size:** Approximately 8 employees; public LinkedIn range is 2-10.
- **Products:** PlanScout Essential, PlanScout Advanced, SIPS Retirement Planning System, SIPS Advanced, Client Prospecting Interview
- **Notable:** Acquired SIPS RPS and publicly launched PlanScout in September 2023., SIPS had supported tens of thousands of plans over 13 years before the acquisition., The team says it reviewed more than 30,000 SIPS plans to identify repeatable planning techniques before launch.

## Products & services

- **PlanScout Essential** — Outsourced, custom-branded retirement plans with annual asset, cash-flow, income and tax forecasts, stress testing, annuity modeling and a client-ready presentation; publicly listed from $485 per month.
- **PlanScout Advanced** — Higher-tier outsourced planning with faster turnaround, broader tax optimization, inheritance maximization, charitable planning, long-term-care analysis and unlimited revisions within 90 days; publicly listed from $725 per month or $7,499 per year.
- **SIPS Retirement Planning System** — Advisor-operated retirement-planning software for modeling annual income, assets, expenses, taxes, withdrawals, insurance and annuities, built around a one-page client plan.
- **SIPS Advanced** — Enhanced SIPS subscription with automatic tax calculations, complex tax-scenario modeling, hypothetical 1040s, actual-value entry and dynamic plan updates; publicly listed at $285 per month.
- **Client Prospecting Interview** — A guided digital intake that gathers a prospect's personal, income, benefit, investment and goal information for a custom, advisor-branded plan.

## Achievements

- Acquired SIPS RPS and publicly launched PlanScout in September 2023.
- SIPS had supported tens of thousands of plans over 13 years before the acquisition.
- The team says it reviewed more than 30,000 SIPS plans to identify repeatable planning techniques before launch.
- Announced an enterprise partnership with Tucker Financial Group in 2024.
- Launched SIPS Advanced in 2024 with automatic tax calculations and faster scenario modeling.
- Added automatic plan logic for major 2025 OBBB tax-law changes.
- Company-reported impact exceeded $700 million in added value for advisors and clients in the referenced year.

## Latest updates

- **2026-05** — Published an updated SIPS end-user license agreement under PlanScout.
- **2025-12** — Added automatic SIPS and full-service plan updates for major OBBB tax provisions.
- **2025-08** — Published Beyond Monte Carlo, a guide to framing retirement risk through visible scenarios rather than a single success probability.
- **2025-06** — Shared highlights from a company offsite centered on team connection and improving the advisor experience.
- **2024-04** — Rolled out SIPS Advanced with six features including automatic tax-rate calculation, actual-value entry and dynamic mode.
- **2024-02** — Announced an enterprise partnership with Tucker Financial Group.

## Links

- Website: https://planscout.com
- LinkedIn: https://www.linkedin.com/company/planscout

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Profile page: https://yespress.io/planscout
Published by YesPress — https://yespress.io
Last updated: 2026-08-21