Retirement Analyzer

If your plans for retirement income
you believe to be true turned out not to be true-
when would you want to know?

Most people nearing retirement age believe they have a plan set up for their retirement, but very few people have really run that plan through a “time-test” to see if the results match up with their lifelong dreams. Such a close look may be critical—without it, how can you really be sure?

Having a sound personalized retirement income analysis is essential to realizing your dream retirement. With our retirement income analysis—you can take a closer look at some of your thoughts, assumptions and figures you've accumulated about retirement, and put them all together in an analysis to see if your strategy will hold up.

If your current strategy has problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments to your strategy now so you can avoid problems later. Meaning you can take control of your finances and head into retirement with reassurance that you're ready for whatever comes your way.

Contact us today for a complimentary retirement income analysis!


Retirement Analyzer is a software program by Thomas Gold Solutions that is designed to help agents review the effectiveness and potential success of your retirement strategy. Retirement Analyzer is not a comprehensive financial plan, nor is it a comprehensive overview of all your portfolio holdings.

Profit Planners Management Group is not affiliated with Thomas Gold Solutions, nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.