RetirementPathRoadmap™ Software

Industry professionals across the country refer to the RetirementPathRoadmap™ as the best retirement planning tool in the financial industry. The RetirementPathRoadmap™ is a story board that provides your client with a personalized path in the retirement planning marketplace.

The RetirementPathRoadmap™ is designed to be user friendly. Simply input a few fields of information, press go, and your client’s RetirementPathRoadmap™ is ready to view.

The RetirementPathRoadmap™ shows your clients how much capital they truly need at retirement, at an assumed after tax rate of return, to live the way they want to live adjusted for inflation. .

The RetirementPathRoadmap™ is simple to use and completely interactive, allowing you and your client input information in real time. You and your client can change a few assumptions and learn the impact immediately. Together, you and your client will collaborate to determine their goals. These collaborative sessions provide your client with a unique approach to retirement planning and cement their vision of you as their advisor.

TheSolomonSchool believes that the RetirementPathRoadmap™ will keep your clients returning to you for guidance for years to come. The RetirementPathRoadmap™software truly is your clients’ yellow brick road map to Oz!