# Raygar Khailany

> Raygar Khailany is the Phoenix-based CEO and co-founder of PlanScout, a financial-planning software and services company built around a practical constraint: advisors have limited time to turn complex client data into clear, tax-aware plans. After more than 20 years in technology, operations, corporate development, and outsourcing - including service as a senior vice president at AssetMark - he co-founded PlanScout in 2023, acquired the SIPS Retirement Planning System, and paired the software with an outsourced plan-development team.

- **Role:** CEO and Co-founder at PlanScout
- **Organizations:** PlanScout, AssetMark, Genworth Financial, GE Aerospace
- **Education:** Arizona State University, W. P. Carey School of Business
- **Known for:** Co-founded PlanScout and led its 2023 acquisition of the SIPS Retirement Planning System., Helped turn SIPS into a combined self-service software and outsourced financial-plan development offering., Led the launch of SIPS Advanced features for automated tax calculations and more complex scenario modeling.

## Career timeline

- **Before 2023** — Built a career of more than 20 years helping financial advisors grow through technology and operations outsourcing, with experience that includes GE Aerospace, Genworth Financial, and AssetMark.
- **Before 2023** — Served as a Senior Vice President at AssetMark in leadership roles spanning technology, operations, corporate development, and M&A.
- **2023** — Co-founded PlanScout with John Murray; the company acquired the SIPS Retirement Planning System and launched outsourced financial-plan development for independent advisors.
- **2024** — Introduced SIPS Advanced features including automatic tax-rate calculations, complex tax-scenario modeling, actual-value entry, and dynamic income-plan adjustments.
- **2024** — Announced an enterprise partnership between PlanScout and Tucker Financial Group.
- **2025** — Published on retirement-planning uncertainty, client trust, plan updates, and the need to adapt planning systems to tax-law changes.

## Achievements

- Co-founded PlanScout and led its 2023 acquisition of the SIPS Retirement Planning System.
- Helped turn SIPS into a combined self-service software and outsourced financial-plan development offering.
- Led the launch of SIPS Advanced features for automated tax calculations and more complex scenario modeling.
- Built on more than 20 years of advisor-technology and operations-outsourcing experience, including senior leadership at AssetMark.
- PlanScout reviewed more than 30,000 historical SIPS plans while developing its repeatable plan-production process.

## Latest updates

- **2025-12** — Published PlanScout's launch announcement for automatic OBBB-related tax-law updates across plans created through its full-service offering and SIPS software.
- **2025-10** — Published guidance for advisors on building trust with prospective clients through transparency, clear communication, and a defined onboarding process.
- **2025-03** — Wrote about emerging retirement-planning trends and said he planned to attend Horizons 2025 to keep refining PlanScout's approach.
- **2024-04** — Announced six SIPS Advanced features, including automatic tax-rate calculations and complex tax-scenario modeling.

## Links

- Website: https://planscout.com
- LinkedIn: https://www.linkedin.com/in/raygarkhailany
- YouTube: https://www.youtube.com/watch?v=twnVr7VQz9s

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Profile page: https://yespress.io/raygar-khailany
Published by YesPress — https://yespress.io
Last updated: 2026-08-26