Quickly and accurately answer your clients biggest questions about retirement
Calculate your clients retirement cash flow in minutes
Retirement in a Nutshell retirement and financial planning software was developed for financial advisors who need a simpler solution for their clients. A solution that is aimed at answering every client’s first question, “Am I going to be OK in retirement?” Retirement in a Nutshell cash flow software answers this question quickly and efficiently. Now you can easily answer that question with minimum effort and powerful results.
Frustrated with other software tools?
Have you been struggling to find the best financial planning software that is simple to understand, yet powerful enough to give you a full picture of your client in minutes instead of hours? If you thought that didn’t exist...it does. It’s called Retirement in a Nutshell.
What You Can Expect
You will gather more assets, save time, and increase your income when you use Retirement in a Nutshell with your clients. This powerful retirement planning software will help you get to know your clients better and they will appreciate your help as you lift financial fear from their shoulders. You will be the Captain of their financial future and they will depend on you to get them to their retirement destination.
Our Mission
Helping Advisors Rid the World of Financial Fear, One Client at a Time.
Helping Financial Advisors Across the Country
Over 10,000 retirement reports generated for financial advisors everywhere and counting.
Consolidated cash flow reports that get right to the point
See your client's full financial situation, identify problem areas, run alternative scenarios, and recommend solutions all within a normal one-hour client session. Transform your clients into team members who feel like they are a part of the process and willingly buy-in to the results.
