RetireMax

Bring Retirement Planning to Life

RetireMax was built by advisors, for advisors, to help answer tough retirement planning questions and deliver those customized results directly to client inboxes. Get started with a FREE 14 DAY TRIAL today.

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Software To-Go

Answer tough retirement planning questions on pensions, social security, taxes, debt and so much more. And do it in a way they’ve never seen before--right in front of them. RetireMax software is accessible on desktop, tablet, and mobile for Apple devices.

Write it Down

Bring your clients financial plan to life. Give them a written and actionable plan that’s customized… not canned. Help them visualize their goals and stay the course.

Built for Professionals

Pay Check Calculations

Answer hard questions in easy to understand modules. Paychecks, taxes, investment accounts and more!

Pension Gap

Quickly calculate over 300 pension plans for state and federal employees, including easy to understand survivorship options.

Built-In CRM

Build plan data and CRM data at the same time. Client, prospecting, and performance tracking, are all built in.

Document Storage

Store client documents in the cloud for easy retrieval. Everything is accessible at your finger tips anywhere in the world.

Whiteboard

Document client notes for compliance and sketch out quick concepts with the built in whiteboard. Leave the dry erase markers at home.

Client Deliverables

Customized client deliverables are generated instantly. Email plan proposals with just two clicks.

Connect with your clients and grow your business.

RetireMax offers different solutions and licensing options based on your business needs. All of our plans include the same core functionality, including robust calculations and customized deliverables. The Franchise and Enterprise options offer additional team management, branding, and billing options for organizations.

$59

per month

Individual

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The Individual option is perfect for advisor looking to create stand out plans for their clients. Custom branded deliverables arrive directly in your client's inbox. A built in CRM keeps you tracking towards your goals.

$200

monthly + $49 per seat per month

Franchise

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The Franchise plan offers organizations a way to manage and assist their teams through powerful collaboration tools. There's one flat monthly fee for the organization, while advisor pay for their own seat license.

$200

monthly + $39 per seat per month

Enterprise

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The Enterprise solution gives organizations the same team management and collaboration features, but at a lower cost. The monthly fee and each subscription is paid for by the sponsoring organization.

RetireMax

Drive more business and wow clients by answering questions quickly and efficiently. Whether they’re considering a rollover, contemplating how much to save per month, wondering about when to take social security, or wanting to reduce their tax rate, RetireMax can help. Signup today and get started with a FREE TRIAL.

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