What is The Roadmap?
The Roadmap is a web-based application designed to generate a detailed 30+ year retirement spend-down table. It incorporates tax-qualified and non-tax-qualified assets, Required Minimum Distributions (RMDs), Social Security Income (SSI), and passive income streams to provide a clear and comprehensive financial forecast for your clients.
Learn More About Features
Show your clients what they can't see
Show your client the details of the best case spend-down scenario of their current plan.
The Roadmap's unique value proposition lies in its specific focus on generating a comprehensive and detailed 30+ year retirement spend-down table that seamlessly integrates all the critical components of retirement income. This level of detail and integration, particularly in a table format, could offer a significant advantage for advisors who need to clearly illustrate income sustainability and asset depletion over extended retirement periods to their clients.
Key Features
Comprehensive Spend-Down Table
Generate a detailed 30+ year table that visualizes a client's financial trajectory throughout their retirement.
Holistic Financial Picture
Incorporate all crucial elements, including assets, RMDs, Social Security, and passive income.
Easy to Use
A web-based application that is accessible and easy to integrate into your existing workflow.
Ready to build trust and enhance client communication?
Start using Roadmap today to provide your clients with the clear, long-term retirement income projections they need.
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