Delegate the complexity of retirement income planning.
Cascades is an intuitive retirement income questionnaire that once submitted, creates a report that demonstrates the value of planning advice by revealing the income tax savings of competing withdrawal strategies.
The Value of Advice
Advisors need to demonstrate the value of their advice now more than ever. In the field of retirement income planning this is difficult due to its complexity. Cascades takes the complexity away, recommending common sense withdrawal strategies.
No steep learning curve
Cascades is cloud based and accessed online, so you don't need to download any software. Simply complete our intuitive online questionnaire, press Submit, and we'll do the rest. We return a tailored retirement income plan within 24 hours.
Cascades is committed to helping advisors achieve their full potential. Our online resources help advisors deepen their planning knowledge. Our experienced advisors are available to consult one on one upon request.
Securing your data is important to us. At Cascades we maintain privacy and data integrity by using an industry standard Transport Layer Security (TLS) encryption protocol, so you can be confident that the information you submit is received safely.