Retiremax Software LLC

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.

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").

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!