Retirement in a Nutshell - Easy To Use Financial Planning Software for Advisors

Why Our Quicker Financial Planning Tool Works!

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"It's simple! With easy pull down screens, you'll be able to... " read more

What's Unique about Nutshell?

Simple & Easy To Use Financial Planning Software for Advisors

Priced at only $360/yr or $35/mo for
UNLIMITED use.

It's Easy To Get Started...

Step 1.

Step 2.

Watch our detailed tutorial video at your convenience.
(65 min.)

Step 3.

Now you are ready to start entering clients!
We recommend setting up your own plan first.

Call us Toll Free at (888) 909-9970 if you have any questions about the program itself or entering data.

We Believe... Every client deserves to understand, and not fear, their financial future.

Retirement in a Nutshell is an incredibly simple financial planning tool that provides "peace of mind" for all of your clients, not just those with a high net worth.

quicker financial planning tool