Retirement Planning Software for Advisors

How much should I save for retirement? When should I plan to retire? How do I begin investing in a 401(k) plan? Planning for retirement can be overwhelming, which is why your clients come to you for concrete solutions about their financial future. However, unique situations can present unique challenges, and that can make your job difficult. If you are looking for an easier way to assist your clients, you should consider The Retirement Analysis Kit (TRAK) from Trust Builders, Inc. TRAK is a versatile and powerful retirement planning software for advisors, and comes with more than 20 retirement programs, including paycheck analysis, gap calculators, and pension maximization. TRAK is easy to use, completely customizable, and designed with the end-user in mind.

How does TRAK work?

While you may get a broad range of questions, typically, individuals who are planning for retirement have one major concern: will they have enough money when they retire. More than just answering this question, TRAK allows you to analyze your client’s situation, finances, and goals to provide them with options. This information can then be illustrated in the form of a graph or chart. These illustrations are by no means meant to replace your expertise, but rather assist you in helping your clients weigh their options in regards to retirement.

Financial Advisors Choose TRAK

Help your clients balance their needs and wants by showing them the reality of their situation. TRAK takes the guess work out of retirement planning, and allows your clients to set realistic goals about their financial future. If you’re interested, we encourage you to explore our website to learn more about the many financial planning retirement calculators that come with TRAK. Feel free to contact us with any questions or download a free demo!

TRAK is the only financial planning software you need

Whether you work for a large corporate financial firm or you are an independent broker, TRAK gives you the tools you need to educate clients about their retirements. For more information, contact us today. Download Demo Purchase TRAK