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Efficient, seamless, and personalized.
Meet Grace™:
Human-Guided AI for Retirement
Grace™ is our secure, bank-grade AI assistant that guides users through their retirement journey. From transitions to tough choices, Grace™ helps individuals stay on track—no jargon, just real-life support and logistics.


Why Partner With My Plan Keeper™?
Most retirement platforms stop at savings.
You already offer financial tools, benefits, or services. But what about everything else retirees face—purpose, health, relationships, identity, and structure?
Our platform fills that gap, delivering real-life logistics and ongoing support for the 50+ population.
Extend your reach with our advisor + retiree network
Add value to your services with AI-powered wellness tools
Support underserved groups with bilingual, inclusive experiences
Deliver real impact in financial literacy, mental health, and life planning

grace

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