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. Milestones Retirement Insights, Canadian retirement income planning software
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.
Learn More about Milestones Retirement Insights
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
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.
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Join us in exploring how the Milestones Retirement Insights Showcase can revolutionize retirement planning and enhance your financial strategies.
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Retirement advice that wins new business
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What is the cost for individual access?Milestones Retirement Insights is pleased to offer complimentary access to the Canadian public. Gain access to the same tool advisors use to plan your retirement income. Register here for complimentary: Individual Registration Link
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Do you offer individual access to your software?Yes, we do provide individual access to our software
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What is Milestones Retirement Insights?Milestones Retirement Insights is a Canadian retirement income planning software designed to help individuals create effective decumulation strategies for retirement. It calculates after-tax retirement income with an emphasis on tax-efficient strategies, including options like the Registered Drawdown Strategy, Hybrid Strategy, and Registered Deferral Strategy. The tool empowers users to optimize their retirement income and avoid potential costs from poor planning, helping Canadians make informed, strategic decisions as they transition into retirement.
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Is there a free trial available?Certainly! We offer Milestones for free to all Individuals. Simply register on our website to enjoy and explore the benefits of our retirement income software.
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Can I cancel the free access at any time?Yes, you can cancel the free access at any time. We believe in providing flexibility to our users.
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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.
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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 info@milestones-retirement.com
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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.
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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: https://cascadesfinancialsolutions.com/plan/#/login
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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.
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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.
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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 info@milestones-retirement.com
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How much does the Advisor Portal subscription cost?The Advisor Portal subscription is priced at $125 per month.
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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 info@milestones-retirement.com
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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: info@milestones-retirement.com