Testimonials

Note: The previous version of the Retirement Income Navigator was called the Investment Scenario Generator .

"Just wanted to let you guys know how much we love your stuff.  It's right on as far as we're concerned.  We use it with all of our retirees.  20 years in the business, and I was doing it all wrong.  Now I think I'm doing a better job than ever for our clients.  Thanks a million."

      Bill Daily
Raymond James Financial Services, Inc.

"Thank you for introducing me to the ISG and the philosophy behind it.  It is several cuts above anything I have seen or used.

Our clients are amazed at the capabilities of the program, and so am I..."

      Herbert F. Mischke, CLU
Chartered Financial Consultant
Past President, National Association of Life Underwriters

"... You have done an excellent job developing this software.  The powerful algorithms used to generate the various investment scenarios are well packaged into an easy to use interface. This program certainly allows users to get a much better idea of possible retirement outcomes and, as a result, significantly improves their ability to effectively plan for retirement."

      Dennis L. Senneseth, CFA
Managing Director, Mitchell Hutchins Asset Management Inc.

"In my 25 years as a professional money manager I have wanted a simple, user-friendly investment tool to help determine the proper asset mix for clients. I believe the Investment Scenario Generator is the best program I have seen so far."

      Frederick K. Martin
Managing Principal, Disciplined Growth Investors

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