We Want Your Retirement to Be Seamless

As president of The Retirement Instructor, I know for a fact that we are doing our best to streamline your retirement. That’s why we have so many complimentary financial softwares and services for your to choose from. This article will help you to understand the available tools at your disposal, as a client of The Retirement Instructor.

Our Financial Software Suite

Our complimentary software will help you with a variety of important services:

  • Financial planning, tax planning, forecasting, debt repayment & more – RightCapital
  • Portfolio monitoring with account alerts, based on custom thresholds. – AssetLock
  • View your accounts at TDA, see balances and holdings directly – TD Ameritrade Client Portal
  • Artificial intelligence to help investors capture bull market opportunities – Solomon API

For a more detailed breakdown on each of our financial softwares, please download the client guide below:


New Client Guide

Enter your information below for a detailed guide containing our services and software suite.

Financial Services from The Retirement Instructor


  1. Income Stream Planning
  2. Social Security Maximization
  3. Tax-Free Income Creation
  4. ROTH Conversions


  1. Customized Portfolios
  2. Cost Analysis
  3. Risk Analysis
  4. Capital Preservation
  5. 401(K) Rollovers


  1. Wealth Transfer
  2. Beneficiary Review
  3. Death Settlement Assistance
  4. Trust Funding
  5. Estate Planning Documents


  1. Life Insurance Quotes
  2. Long-Term Care Insurance Quotes
  3. Fixed Annuities

Not Sure If We Have The Service You Need?

I understand why you want to work with us. After all, we are ranked the Best Investment Firm in Austin, through the Best of the Best Competition.  If you have any questions about our services, or software suites – don’t hesitate to reach out!

Call Today: (512) 638-9499.