WealthTrace Launches Online Retirement Planning Software [Professional Services Close – Up]

An online retirement planning application has been released by WealthTrace for use by financial advisors as well as individuals who want to create their own retirement plan.

With an easy to understand interface, the Company said that users can get started and find out how much money will be there when they retire and when their money will run out in retirement. They can then use the software to generate ideas and solutions to make their retirement goals possible.

WealthTrace noted that individuals looking to create their own retirement plan can save thousands of dollars by using the Company's retirement planner in place of a financial planner. Here is what the software offers-

-Accurate, yet incredibly easy to use.

-A picture of retirement situation both on the screen and in a report.

-Run scenarios to see what changes can be when one retires and when the money runs out in retirement.

-Change assumptions, such as social security, expected returns, and inflation to see how this impacts the plan.

-Access support from a CFA and Registered Investment Adviser

The WealthTrace retirement planner was designed by a financial advisor and was created for individuals and advisors as well. Benefits for advisors are-

-Client-interactive approach will make clients part of the process.

-Advisors can show their clients, rather than telling them, how they can reach their retirement goals.

-On-screen answers and scenario results, not buried in pages of reports, will show clients immediately what can happen when variables change.

-Get started immediately without sitting through hours of demos.

According to a study by the American Institute of Certified Public Accountants, retirement ranked as the most important issue out of all financial concerns facing Americans. Of those polled, 55 percent said they didn't know how much they need to save for retirement. With the WealthTrace retirement planner, those approaching retirement can finally figure out if they can retire when they want to, how much money will be there, and what they must do to change their retirement situation.

More Information:

www.mywealthtrace.com

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