Reviews and Testimonials

What They’re Saying About Retirement in a Nutshell

Our Success Stories
Client Testimonials



Pamela S. Marshall

CFP, Studio City, CA

Thanks to Retirement in a Nutshell, I just transferred in $1 million plus in assets and completed a $120,000 single premium insurance sale. Nutshell allowed me to show the clients that they had enough money to last their lifetimes, but not enough to make mistakes. I was able to show them that a moderate return from quality management would allow them to meet their needs and leave a legacy. I also used the program to point out that long term care costs were their biggest financial threat so we bought the life insurance policy with an asset protection rider that solved that worry. I love the software because it shows the clients a clear picture without overwhelming them. Thanks for providing a useful tool that helps me grow and improve my business!



Scott Harris

Oakmont Financial Group, LPL Financial, Santa Rosa, 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 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.



Barbara Norman

ChFC, San Diego, CA

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.

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