App Profile: Retiremax Software LLC

Homeschool77

Rating: 5/5

This app absolutely makes my life easier!! 1. During the appointment: by quickly and effectively running pension estimates, tax analyses, income redirections, and TSA contribution comparisons (and more!). 2. Preparing for the folllow-up and closing appointments: by providing strong additions to your client's case design portfolio and creating professional illustrations (fully emailable) to help your clientele visualize their own personalized retirement plan. A must have for the financial planning professional (another superior tool for the "tool belt").

Randy1.1

Rating: 5/5

Amazing app. I use it almost every day. Clients love how quickly I can create & update their plan. Can't wait to see what new tools come out in the updates. Good stuff.

Netboxter

Rating: 5/5

This app makes it so easy for me to help my clients with their financial planning. Exactly like the description says, it does all the calculations for me. Thanks guys!