RETIREMENT IS IN YOUR FUTURE. BUT HOW MUCH YOU NEED TO RETIRE?
The unfortunate fact is that 62% of people are not financially ready for retirement. QuickPlan provides you with an easy to use financial planning and forecasting tool to assess your own retirement readiness. Forecast your finances for the long term and start preparing for the retirement you deserve.
KEY HIGHLIGHTS
• Know within minutes if you are on track to retire at the age and with the lifestyle you expect
• Localized for the USA & Canada
• Analyze investments, savings & pension growth
• Account for inflation & tax codes
• Compare growth based on your own retirement plan versus investing in the S&P 500, Dow 30, TSX or US Treasury Bonds
• Quick & easy to use
• Secure & private
RETIREMENT PLAN
QuickPlan is an easy to use application for your tablet that lets you define your retirement goals, input current investments and savings, then see whether you are on track to retire when you expect, with the lifestyle you expect. It only takes minutes with QuickPlan to see whether you are on track to meet your retirement goals.
FINANCIAL ANALYSIS
After inputting your current goals and funding, QuickPlan instantly performs an analysis of your investment, savings and pension growth and compares this to your retirement needs to determine whether you will have a funding shortfall or surplus. QuickPlan goes beyond basic numbers and charts and provides you with an easy to understand narrative and forecast of your financial future.
MARKET COMPARISONS
Ever wonder how the return on your own retirement plan might compare to market returns if you decided to invest your retirement savings in, for example, the S&P 500 or Dow 30? QuickPlan allows you to compare the growth of funds in your own retirement plan to alternative investment scenarios (including investing in the S&P 500, Dow 30, TSX or US Treasury Bonds).
U.S.A. AND CANADA
QuickPlan is localized for users in North America. Tax codes, life expectancy and investment types are all determined by your residency.
SECURE AND PRIVATE
Your data is stored on your device and is never transmitted or shared. QuickPlan does not collect or share any personal information.
QUICK AND SIMPLE
With an easy to use interface, built-in help and straightforward analysis, you can quickly determine your long-term retirement readiness.
