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Client Testimonials
"Retirement In A Nutshell provides the perfect starting point for every client
relationship, the basic premise of "do I have enough?" The effective format, cost
efficiency, and excellent output establishes immediate trust and the process driven
capabilities of the advisor. For every advisor I meet, I motivate them to start hourly
consulting services for their clients. After that, I introduce them to Bob Young and the
Retirement In A Nutshell software."
Daxs A. Stadjuhar
President & CEO, The Financial Services Network
"I wish that I could tell everyone how wonderful and easy it is to work with. I am, by no means, a technically minded person. The program is easy to use and pretty intuitive. My first case with the program was fairly complex, and your support team was great when it came to helping me get it done.
I have used other retirement planning software in the past and found that they have steep learning curves and are labor intensive. The reports where HUGE! Retirement in a Nutshell requires a very small time commitment in exchange for some very valuable and concise information.
My clients are grateful for the retirement planning and I love the rapport and respect it is building."
Barbara Norman
ChFC, San Diego, CA
"I have been using Retirement in a Nutshell on and off for the better part of two years.
I have tried all the programs and have come back to Nutshell. Why? Because it's the
simplest, easiest to use and UNDERSTAND, and reasonably priced, that I have found
to date. I would recommend, at the very least, give it a try if you are in the retirement
income planning business.
I can tell you, from my experience, it is the ideal program for me and my clients. I
actually do the plan with clients and have found that to be an integral part of my
planning process. The final result (always a work in progress) is theirs and I find that to
be the best benefit of Retirement in a Nutshell. Now my clients know what to expect in
the future, as far as cash flow, and I feel that I am communicating more effectively while
meeting their objectives."
Scott Harris
Oakmont Financial Group, LPL Financial, Santa Rosa, CA
"I have been fanatic about Retirement In a Nutshell since I incorporated it into my
practice. It's web-based, it's easy & intuitive to use from the advisor standpoint, and I
can use it with every client (small to large).
The clients respond very positively as they now have a Retirement Plan that they can
understand. It can be updated on fly as things change for the client each review. And
after completing six plans, I am able to get anyone a plan within 20 minutes of work.
I have not found a Retirement Planning tool that was this easy that can be used with
every client."
Lucas M. Giordano | Partner
LPL Investment Planner, Woodland, CA
"I wanted you to know that my trial expired and I went ahead and ordered Retirement
in a Nutshell for a year! I absolutely love the tool and look forward to using it for every
client. I learned about it from the LPL Linked-In group in early October and I am up
and running. The learning curve is almost nothing which should not be confused with
the tool not being sophisticated enough to address most client's needs, because it is.
It was clearly well thought out, incredibly easy to use and the web site is very quick in
terms of screen changes. I love that you can view a report, identify something you want
to change, close the report, jump back in and make the change and view a revised report
in 20 seconds! Thanks!"
Craig Pine, Financial Consultant
JMG Financial Network, LPL Financial, San Jose, CA
"It's simple! With easy pull down screens, you'll be able to use it within a half an hour and start implementing it in your business."