Turn Complex Retirement Plans Into Clear, Confident Decisions

Most planning tools try to do it all—and end up doing none of it well. Cash Flow Decisions was built to help advisors clearly show how retirement assets, income sources, and Social Security strategies work together—so clients can see the path, compare scenarios, and make confident decisions. Start your trial of our most popular tool today—just $54.95/month after your free period.

Simply start with these steps: 

  1. Fill out this form,
  2. Set up your account,
  3. Start strategizing!

That's it! That's all you have to do to get this software started working for you.