My Plan Keeper Information

My Plan Keeper is a retirement wellness company. We help people prepare for the whole of retirement, their health, purpose, relationships, and legacy, not only their savings. Most retirement plans are built to grow an account balance. They were never built for the part that decides how retirement actually goes: the health event nobody saw coming, the loss of routine and identity when the work ends, the caregiving that arrives without warning. That is the gap we exist to close. At the center is Grace, our conversational agentic platform. Grace sits with each person in plain language, remembers their real situation, and stays with them between the rare moments they get with a professional. We work with the organizations already trusted by people navigating retirement: benefits brokers, employers, financial advisors, and the platforms that serve them. Under your brand, we deploy a retirement wellness portal and embed Grace, so the people you serve arrive at every conversation more prepared and better supported, and you can see what actually helps. Retirement is not a number, it is a whole life. We help people get ready for all of it and support them after the transition. Trust your plan. Partnerships: partnerships@myplankeeper.com.