iPad Screenshots

Description

A retirement planning app designed to make your daily work quicker and easier.
RetireMax takes all the confusing and complicated calculations surrounding a wide range of planning decisions.
Answer client questions quickly and efficiently; draft consistently high quality retirement plans; and save, download, and send client scenarios.
Retiremax… Simple, mobile, fun!

What’s New

Version 3.0.1

- Bug fixes & improvements

Ratings and Reviews

3.7 out of 5
6 Ratings

6 Ratings

Homeschool77 ,

Financial Advisors Specializing in Pension/TSA marketplaces

This app absolutely makes my life easier!!
1. During the appointment: by quickly and effectively running pension estimates, tax analyses, income redirections, and TSA contribution comparisons (and more!).
2. Preparing for the folllow-up and closing appointments: by providing strong additions to your client's case design portfolio and creating professional illustrations (fully emailable) to help your clientele visualize their own personalized retirement plan.
A must have for the financial planning professional (another superior tool for the "tool belt").

Randy1.1 ,

Planner

Amazing app. I use it almost every day. Clients love how quickly I can create & update their plan. Can't wait to see what new tools come out in the updates. Good stuff.

Netboxter ,

Great App!

This app makes it so easy for me to help my clients with their financial planning. Exactly like the description says, it does all the calculations for me. Thanks guys!

App Privacy

The developer, Retiremax LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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