Logix Financial Planning

What do you like best?

Ability to to do retirement goal planning and break that down into a variety of goals such as retirement income for life, extra travel in retirement for a limited number of years, vehicle purchases every X number of years, etc.

What do you dislike?

I wish that one could input the shortage in Social Security easily into the retirement calculations. This can be done in a manual difficult way, but it should be able to be done in an easier manner.

Recommendations to others considering the product:

It does take a little time to figure out some workarounds, but this is a good system to use. Make sure you plan on having time to get up to speed.

What problems are you solving with the product? What benefits have you realized?

Being able to help clients determine if they are ready to retire by modeling the likelihood of their money lasting throughout their lives enabling them to experience the retirement they desire.