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Clan based Retirement Planning
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What’s your Plan B?
At PlanClan, we believe your retirement shouldn’t be a gamble. It should be a promise you make to yourself, backed by a powerful, personal strategy.
PlanClan is an alternative portfolio builder empowering everyday people to build their own genuine, personal retirement portfolio. Without relying on the broken old system.
Good solutions for getting on the right track!
Two sisters are grateful for the guidance both they and their late dad received in settling family estates.
Solutions aligned to your needs
We’re in the business of helping our clients find opportunities to give more of their time, talents, or money to serve others. Watch their stories and get inspired to follow your heart with Thrivent.
Retirement Strategy
Remove the guesswork by setting a reliable retirement income stream.
Retirement Planning
Long-term Investments
Our investment options help you balance performance with purpose.
Investments
Strategic Planning
Manage, track, invest and spend money to support your goals.
Strategy
Discover
Basel III
Conservative leverage ratios and liquidity coverage
Fiduciary Standards
Client-first approach with transparent fee structures
Audit Trail
Complete documentation of all risk management decisions and portfolio adjustments
Sign up
Tell us a bit about your income, current savings, goals, age, family, and lifestyle. We keep it simple but insightful. Follow the instructions to set up your account in just 2 minutes. If you already have an account, simply log in
Choose a a Blueprint
Log in to your account dashboard. Receive a personalized, data-driven plan that includes projected needs, funding gaps, and asset mix recommendations based on your situation.
Track Progress
Choose how much and how often to contribute. Get alerts, growth projections, milestones, and rebalancing suggestions. You’re in full control — we’re just your guide.
Risk Management
At PlanClan, we view risk as an integral part of investing—it’s not just managed; it’s mastered.
We prioritize capital preservation before growth. Portfolios are designed to minimize drawdowns while still targeting solid appreciation.
- Downside-focused asset allocation.
- Adaptive exposure based on market conditions.
- Multi-dimensional diversification
| Volatility Targeting | Exposure adjusted to maintain risk limits. |
| Drawdown Guards | Circuit-breaker triggers during market stress. |
| Position Sizing | Balances weights vs. volatility and correlation. |
| Stress Testing | Simulated shocks to test resilience. |
| Liquidity Analysis | Ensures asset can exit under pressure. |
Our proprietary PlanClan RiskIndex™ measures your portfolio across:
- Market VolatilityMeasures sensitivity to global market moves.
- Credit RiskAssesses default risk in debt assets.
- Liquidity RiskAbility to liquidate under stress.
- Currency RiskOverexposure to FX fluctuations.
- Geopolitical ExposureVulnerability to policy shocks.
- Custom alerts & nudges to prevent emotional decisions.
- Interactive dashboards showcase ongoing progress.
- Gamified contributions to reward consistency.
- Assets held in regulated SOC 2-compliant custodians.
- Advanced encryption, 2FA, and anomaly detection.
- Business continuity with backups & recovery protocols.
Your Risk. Your Control. Your Future.
Let PlanClan manage, monitor, and master risk—while you focus on your future.
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