This software got him to make the decision to do that. He called me yesterday, said he and his wife agreed with the plan and asked me where we should invest the additional $1500 a month. Then, I showed him that if he worked an additional year and put in another $1500 a month, then he would be fine until age 90, which he is comfortable with because of his health issues. “I bought the program a few weeks ago, and I just presented the software to my first client this week… I started by showing him a scenario of him retiring in 5 years at age 62 and that he ran out of money around age 77. I’m looking forward to a long-term relationship with Torrid Technologies!” RetirementView is a true ‘game changer’ that is well worth the annual investment. RetirementView allows me the freedom to be an advisor to my clients, to help diagnose and treat the financial problems they are facing, instead of a pre-scripted financial salesperson that used to try to ‘fit a square peg in a round hole’. The times you choose to do more detailed case preparation, you know you’re doing it on cases that will be profitable for your time. The more you use it, the more you can reduce your case preparation time because you’re doing the planning right in front of the client. It is the only tool that I’ve found that you can use when you first approach a potential prospect to provide real value up front, prequalify your prospect, and create an engaging advisor relationship – all in a short period of time. It should be the standard in retirement planning tools, just as the HP 12c financial calculator is for investment professionals. “ Every financial advisor who works directly with clients in a planning context should be using Torrid Technologies RetirementView software. There’s a big difference between feeling you are on track and seeing you are on track. I can’t say enough about how big of a help it’s been for my client and for my business. I feel much better about working with a client after they’ve had a chance to see an illustration from your software. I’ve encouraged all my clients to create an illustration and find out where they are before they start making any decisions on how they should be investing. It helps provide a level of clarity and peace of mind about their retirement plans that they can’t get on their own. Your software provides a very clear and easy to understand picture of how they’re doing and whether or not they’re on track. Most of them are doing all the right things, but your software takes their understanding of their situation to a whole different level. Almost all of our clients are planning for retirement and quite a few are close to retirement and want to know if they’re on track to retire. “I’ve been using Torrid Technologies’ retirement planning software for many years. Thank you for creating this masterpiece of “Simple Genius”. They always get back to you quickly and with great help. And the support for this product is wonderful. I plan to use this software as a major component of the advice I offer for years to come. And while it is simple it is robust enough to model just about any iteration of a financial retirement plan you can think of. It makes it easier for clients and Advisors alike. This software tool helps offer exactly that. They need simple answers they can understand that help them make big life decisions. The problem is most other people don’t and our over analysis is NOT helping them at all. This software qualifies as exactly that! My personal feeling is that Advisors as a rule like to over complicate and analyse things to death. “I have spent my 25 years as a Financial Advisor looking for what I call “Simple Genius”.
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