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Help your financial advisors attract more qualified leads and increase share of wallet with a retirement insights tool that delivers value in seconds.

Insights for better advice

Learn more about how our retirement insights tool can increase client engagement and attract more share of wallet by simplifying retirement planning discussions.

A solution by advisors, for advisors that...

Quickly and accurately creates tax-efficient retirement income strategies for clients.

Makes retirement income planning easier for advisors.

Generates situation specific leads to position your product.

How It Works:

Milestones Retirement Insights' All-in-One Solution for Retirement Income Planning


Retirement Insights API

Customizable Reports

Save Time

Learn More about Milestones Retirement Insights

Business Conversation

How a digital decumulation tool can grow AUM

Discover tax-efficient strategies for retirement income

View a sample report

All of the insight of the digital experience in a read-friendly, white labeled pdf document.

Optimize decumulation

Prioritize withdrawal

Colleagues at Work

See it in action

View a 5 minute demo and see for yourself how our retirement insights tool works.

Personalized Retirement Plans

Retirement Income Projections



Retirement tax Amount

White Paper

How a digital decumulation tool can grow AUM

As baby boomers begin to retire in droves, wealth managers can grow AUM by helping clients...

Milestones Retirement Insights  icons-2.png

Why Companies Choose Milestones Retirement Insights


This is an excellent retirement income software tool
that I feel compliments any of the current financial
planning 'accumulation' tools. It has a strong
executive summary piece, and helped turn my meeting into a great solution for my clients
- saving them thousands of dollars in taxes.

- Shawn Todd CFP, Partner - ECIVDA Financial Planning Boutique

Business Meeting

Explore the Milestones Retirement Insights Showcase

Welcome to the Milestones Retirement Insights Showcase, a detailed presentation designed to provide a comprehensive view of our innovative solution.


This showcase offers a practical business use case, illustrating how Milestones Retirement Insights can empower financial advisors and their clients in retirement income planning.

Join us in exploring how the Milestones Retirement Insights Showcase can revolutionize retirement planning and enhance your financial strategies.

Subscribe to our newsletter to get all the updates and news about our retirement insights tool.

Thank You for Subscribing!

Retirement advice that wins new business

  • What is the cost for individual access?
    Milestones Retirement Insights is now pleased to offer free trials to the Canadian public. Gain access to the same tool advisors use to plan your retirement income. Register here: Individual Registration Link
  • Do you offer individual access to your software?
    Yes, we do provide individual access to our software
  • Is there a free trial available?
    Certainly! We offer a free trial. Simply subscribe on our website to enjoy the trial period and explore the benefits of our retirement income planner.
  • What does the free trial include?
    The free trial provides you with full access to our individual services, allowing you to experience the features and capabilities of our platform without any cost.
  • Can I cancel the free trial at any time?
    Yes, you can cancel the free trial at any time during the trial period without incurring any charges. We believe in providing flexibility to our users.
  • Are there any obligations after the free trial ends?
    No, there are no obligations after the free trial ends. If you decide not to continue with our services, you can simply cancel by sending us an email, and no charges will be applied.
  • What support is available during the free trial?
    We offer full customer support during the free trial period. If you have any questions or need assistance, feel free to reach out to our support team via
  • Can I upgrade to a paid subscription before the free trial ends?
    Yes, you have the option to upgrade to a paid subscription at any time during the free trial period to enjoy uninterrupted access to our services.
  • How do I log in to Milestones Retirement Insights 1.0 (formerly Cascades Financial Solutions)?
    To log in to Milestones Retirement Insights 1.0 (formerly Cascades Financial Solutions) please use the following URL:
  • Can I switch between 1.0 and the current version with the same login credentials?
    No, the login credentials for 1.0 are separate from the credentials used for the current version. Please ensure you use the correct login information for each version.
  • Why should I use 1.0 instead of the current 2.0 version?
    1.0 is available for users who prefer the older interface or need to access older saved reports. However, we recommend exploring the latest version for the most up-to-date tools and functionalities.
  • Is 1.0 still supported by customer service?
    Yes, 1.0 is still supported by our customer service team. If you have any questions or need assistance, feel free to reach out to us through email
  • How much does the Advisor Portal subscription cost?
    The Advisor Portal subscription is priced at $125 per month.
  • Is technical support available for Advisors?
    Yes, we provide technical support for the Advisors. If you encounter any issues or have questions, contact our dedicated advisor support team at
  • Are there any training resources available for Advisors?
    Yes, we offer training resources to help you make the most of planing for your clients. You can find tutorials on our private YouTube page, and our support team is available to assist with any additional training needs. Please email us for the YouTube link at:
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