Working with your client, entering the data takes less than five minutes and has your client actively engaged in establishing their retirement goals and patterns.

Your client's retirement asset accumulation target and retirement income distribution pattern necessary to meet their retirement goals are displayed in powerful charts and summaries. The monthly income worksheet and asset portfolio worksheet make it easy to enter data into the plan in a logical and easy-to-follow sequence.

RetireworX Planner makes immediate recommendations for adjustments to various parameters, including the year of retirement, monthly income needs, investment assets, pre- and post-retirement rate of return. By using these "what-if" scenarios, you and the client can work together interactively and arrive at a plan that fits your client's needs within a matter of minutes.