What Others are Saying About Advisor Controls
October 24, 2019

There’s a lot of advertising out there. No matter what you’re looking for, whether it’s a new car, budgeting software, or a coffee maker, you can find plenty of product details and pretty pictures. But what all that information doesn’t tell you is how the product works in reality and whether or not it’s the right choice for your life. That’s where reviews come in.

There’s a reason why 95% of shoppers read a review before making a purchase. Hearing unbiased opinions from others who may have situations similar to yours helps you see how the product in question could improve your life.

That’s why we wanted to tell you firsthand how Advisor Controls is transforming the practices of financial advisors and making a significant difference in their work. You’ve heard about what Advisor Controls is, now hear from our clients themselves.

Shockingly Simple To Use

Doug Thompson, Universal Financial Strategies

"A client contacted me to do some retirement planning. She had just turned 50 and wanted to explore the possibility of retiring at age 60. We set up an appointment, and I obtained all of her account balances, including her 401(k), the accounts she holds with me, and her Social Security benefit information. However, I did not have time to enter this information into the Retirement Plan Simulator (RPS) until an hour before the meeting. Thinking I’d be frantically trying to put all the pieces together before she arrived, I was pleasantly surprised to see that it only took me around 15 minutes to enter everything and I had more than enough time to analyze the results in RPS.

The results were easy to understand for both me and my client. RPS allowed my client to envision how and where she will get her retirement income and I had the privilege of showing her how she could comfortably retire at age 60, just like she wanted to.

At the end of our meeting, my client was very pleased with the experience and I was able to easily email her the print version of her RPS retirement plan so she could reference it in the future. This is truly the simplest, most in-depth retirement planning software available. Trust me, I have researched them all over the past 11 years!"

Streamlined And Flexible

Matt Boehm, Legacy Wealth Partners, Inc.

"I was fortunate enough to be one of the earliest users of the Retirement Plan Simulator (RPS) and have been utilizing it as a tool for retirement planning for my clients for about a year now. I’ve had plenty of experience with other retirement planning software on the market and am consistently impressed with the simplicity and flexibility RPS provides.

Now, building plans for clients is a breeze, as is the ability to present plan information to clients in a straightforward and clear manner. RPS’s flexibility allows data to be entered at either summary or detailed levels depending on the specific client situation. RPS’s report packages, its bucket approach, tracking of proposed transfers, and its “help” capabilities are all features that make it easy for planners to use and clients to understand. I strongly encourage planners to consider using RPS; it’s an incredible tool that allows you to not only help clients but also increase asset gathering for your practice."

Saves Me Time And Money

Daniel P. Wachs-CFP, CLU, ChFC, Atrium Wealth Advisors

"I started using Retirement Plan Simulator in 2019 as my sole financial and retirement planning software. I have used every other software available (eMoney, Retirement Analyzer, RetireUp Pro, etc.) and have found that the design of the deliverables and ease of input of client data in RPS has saved me time and money. My production is up 127% from last year and I am only halfway through the year. This software has paid for itself a thousand times over.

My clients love the ability to ask planning questions and play around with different scenarios to see their impact on their overall plan. You can show your clients where they are currently heading under their current plan versus where they could be with your recommendations immediately, without running back to the office to play around with the numbers. This makes their retirement plan completely customized to their life, with their data and their assumptions. My clients now have a better appreciation for my recommendations and the impact they will have on their retirement.

RPS also takes the guesswork out of planning for the future. It provides numeric detail to show exactly where their retirement cash flow will be derived from and when, and implements tax efficiency and risk management capabilities so my clients can know that their retirement will be secure. The software also answers all the “why” questions your clients may have. Every recommendation you make comes with detailed notes and reasons. Not only does this provide peace of mind for your clients, but it also helps with fiduciary compliance and plan monitoring.

If you are looking for a tool to provide confidence, clarity, and client-driven outcomes for retirement decisions, this is the tool for you. It is by far the most comprehensive, affordable, and easy-to-use software that I have used in my practice, developed and tested by a top financial advisor in the country. RPS has been the best industry investment I have made with the quickest and best results I’ve ever witnessed in my years of serving clients. I am confident that if you try this software, you will grow your practice too."

Designed By Advisors For Advisors

Greg Theis, Legacy Financial Services, Inc.

"As a 30-year veteran in the financial services industry, I have embraced technology as a means of helping clients better grasp complicated ideas and planning strategies. Over the years, I have tried many financial planning software systems and have been on beta testing groups for new software as well. During the last several years, the Retirement Planning Simulator concept has evolved into a top-of-the-line tool. Because it is the first software designed by successful financial planners in concert with the best programmers in the financial planning industry, the end result is truly amazing! Clients, and even prospects, are finally able to envision, with simple graphs and minimal input, real-life simulations and projections in living color. I’ve already seen an increase in assets and a shortened timeline on decision-making! Finally, a customized investment/retirement storyboard that motivates clients to take action.

Ready To Give It A Try?

You have nothing to lose. We created Advisor Controls because of the success we saw in our own firms. Now it’s yours to try too. Don’t just take these advisors’ words for it, see our Retirement Plan Simulator in action or start your free trial today. If you want to learn more about what we do and how we can help you, contact us at support@advisorcontrols.com, 309.650.1125, or schedule a meeting online.

About Advisor Controls

Advisor Controls is a joint venture between an industry-leading fintech company and million-dollar advisors. With the development of innovative tools that enable advisors to optimize product mixes and maximize planning outcomes, Advisor Controls has cracked the code, delivering an easy-to-use solution for understanding and advancing clients’ retirement income stories. Advisor Controls provides independent financial advisors with the resources, technology, and best practices to accelerate their growth and model their business after top-producing advisors. Learn more about Advisor Controls and what it can do for your firm by visiting our website

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