RetirementWorks®II, for desktop and web, is a revolutionary new system designed to enable the retiree or soon-to-be retiree to understand his or her financial situation and to make appropriate decisions that will help the family achieve its financial goals.
Holistic in its approach, RetirementWorks®II addresses all of the major financial questions that retirees face. For retirees, making so many decisions at once is complicated. RetirementWorks®II looks at all issues in an integrated fashion and produces "report cards" with suggested plans of action containing specific recommendations about what financial choices and changes should be made.
Designed to be used by the financial professional on behalf of clients, by clients themselves, or by a combination of both, RetirementWorks®II is so easy to use that whoever pays the household bills can easily enter the necessary data directly into the system.
