883 Southwest Church Street, Dallas, Oregon, 97338
(503) 831-1111
Our flagship product, The Retirement Analysis Kit (TRAK), is financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participants about 401(k) plans, from how much they need to save to when they can retire. TRAK shifts the focus of meetings to education, not sales, which fosters a dialog about participants' unmanaged monies.
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