Effective Retirement Software for Financial Advisors

About 10 years ago, your clients may have been excited about the prospect of retiring. How could they not be? No work, plenty of free time to do what they love, and years of financial security. But now that the day is finally approaching, they may find themselves overwhelmed with fear, doubt, and confusion. You may be getting questions like, what should I do to prepare myself for retirement? How is my pension calculated? When should I collect my social security? How much money should I put into my 403(b) plan each paycheck? If you are looking for an easier and more precise way to answer these questions, look no further than TRAK.

What is TRAK?

Developed by Trust Builders, Inc., The Retirement Analysis Kit (TRAK) is a powerful retirement planning software that allows you to quickly create reports, charts, and graphs that illustrate the best plan for your client’s financial future. With TRAK, you can educate your clients about their retirement based on their specific needs and situation. This software offers more than 20 retirement planning programs, such as a paycheck analysis, gap calculator, tax wise distribution strategy, pension maximization, and split annuity. These tools are an easy and efficient way to provide your clients with clear options.

Versatile, Effective, and Easy to Use Retirement Software

At Trust Builders Inc., we have been in the retirement planning industry for over 25 years. Throughout those years, countless financial planners, brokers, and investment advisers have relied on TRAK for comprehensive retirement solutions. TRAK takes the guesswork out of retirement planning, giving your clients peace of mind about their financial future. That’s something you can’t put a price on. Give us a call if you have any questions or would like additional information on TRAK. We are looking forward to hearing from you. Download Demo Purchase TRAK