Trust Builders, Inc. in Dallas
Trust Builders, Inc.
Description:
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.
Products & Services:
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.
Products & Services:
Social Security Planning
Financial Planning
Retirement Planning
Paycheck Calculator
Pension Maximization
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