Retirement Analyzer

Advisor & Client Feedback...

Advisors

Advisors share their personal experiences leading to the success they are having using the Retirement Analyzer.

Clients

Clients describe how working with a Retirement Analyzer advisor simplifies the process to a point where they understand their plans.

The RA is the most valuable agent tool in the marketplace today. It helps our agents provide solutions instead of pushing products. This software gives our agents the competitive edge and is a must for anyone trying to build their business.

Cody Foster, Founder Advisors Excel, Kansas

I’ve enjoyed using the RA software for a few years now. Since I have been doing so, I have noticed that it constantly evolves and improves. After 35 years in the business, I can honestly say that I have never worked with a tool as comprehensive, relevant, and useful.

Peter K. Texas

Retirement Analyzer

$70 monthly or $798 annually

In today’s fast paced world, your selection of software solutions can have a profound effect on your rate of success. Thomas Gold has designed an end to end solution, wrapped around the Retirement Analyzer financial planning software. Most make quick work of getting acclimated to RA, especially when you couple it together with our second to none support, here to answer questions and guide you along the way.

Create and share financial plans while modeling any type of financial strategy, to help better a retirement picture. Your clients will appreciate the understanding generated from the simplicity of the plans you provide. Give clients access to their very own client portal, where they can view their current plan, relevant financial statements and store important financial documents and information in a secure location.

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Training Options To Fit Your Needs

Virtual Track

$299 One Time Fee

Fast moving, high quality planning process training. Attendees get a thorough overview of RA functionality while working through 5-6 case studies and have an opportunity to present one of their own to the group.

Sector Sessions

Included

A 45-minute monthly drill down into a specific area of RA. Examples are used to help advisors understand data entry and effective presentation techniques, to help generate better client understanding.

Wednesday Weekly

Included

Featuring in depth analysis of real life advisor cases each week. Moving from initial scenario into a logical step by step process, showing how your recommendations can better a client’s retirement picture.

Success in 60

Included

Group discussion on issues advisors face today. Topics can include prospecting, onboarding, providing value through monthly expense analysis, asset draw down, taxation strategies and legacy planning.

Power Hour

Included

Daily assistance with specific cases you are working on. Share your file, and work collaboratively with us to make sure you are ready for an upcoming appointment. Our experienced staff is waiting to assist you.

Admin University

$299 One Time Fee

Learn valuable data entry techniques from the best of the best. Our Thomas Gold support team provides 8 hours of in depth training, including a case study and a final exam.

Brooke and Steve. Thanks for all your hard work during the Phoenix training. I can highly recommend it to anyone wanting to learn the software, but more importantly provide their clients with information no other agent can provide.

John F. Arizona

Thomas Gold Solutions created a fantastic web based software program for our Advanced Market Department. They offer first class customer service and really went the extra step to help us develop a program that exceeded our expectations.

Mark D. Florida

Nationwide Bootcamps

16 Hours Over 2 Days - $299

Find you learn better in person? Thomas Gold RA Bootcamps are presented quarterly throughout the country. 16 hours of intense training over two days, fast moving, working breakfasts and lunches, as we train you on our end to end process. Specific areas included are prospecting, onboarding, plan creation, client access, annual reviews, and archiving.

We’ve received stellar feedback from many attendees who feel that time spent in an RA bootcamp was time well spent. They are ready to take what they’ve learned and put it to work as soon as they return to their offices. Learn how to take advantage of all that Retirement Analyzer has to offer, attend one of our sessions, you will not be disappointed.

Training & Support Calendar

July 23, 10:30 A.M.
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Support & Service

Our Support and Service means everything to us, and you will witness this on your first call to our Powerline which is open from 8am – 5pm CST each business day. Our courteous staff know every nook and cranny of our software solutions and are more than willing to help you get acclimated as quickly as possible. They will provide you with the answers and direction you need to help you get the most from all of our software solutions.

Our Team Contact Us

Just ran our first tax workshop ...41 attendees...20 appts, thank you!!! Knocked it out of the park!!!!

Janet P. Washington

I just went to the Phoenix Bootcamp. This will change my practice BIG time. Thank you, Brooke and Steve!!

Nancy F. Arizona

E Deck Presentation Program

$35/monthly

Our new E Decks or Education PowerPoint Slide Decks are designed to help you take detailed financial concepts, and simplify them to a point where your audience will understand. Presentations slides are written in a logical order and build through introducing a concept, discussing when to use a strategy and a call to action to help you schedule initial appointments with new prospects.

Designed to help you shine in front of your audience, you receive a branded presentation with your company logo and colors, bio, picture, contact information and all necessary speaking notes. The monthly fee provides you with two new presentations per year plus annual updates. Presentation help is also included, just give us a call to set up a time to discuss, so we can help you get the most from your event.

View Demo

Just wanted to take a quick moment in our busy lives to say thanks for all the training and efforts you folks invest into the RA, and us advisors whose lives and practices are enriched through your efforts.

Rene C. California

Talk about service!!! Steve was kind enough to give me some personalized attention after the webinar last week, and my understanding of the software improved exponentially. Every time I interact with your team, I get better. THANK YOU ALL!

John R. Florida

Speaking to Advisor Groups

Educate, motivate, and captivate attendees at your next advisor event with our unique Financial Essentials presentation. Thomas Gold Co-Founder Steve Goldstein, gives your audience tips on how to make talking to clients, gathering data, creating a financial plan, and managing the client relationship easier. Steve uses the Retirement Analyzer to show its ease of use when showing financial strategies such as Roth Conversions and Max Funded Life contracts to save tax, and Home Equity Conversion Mortgages to help fund retirement income needs.

RA Max Team Training

RA Max is an intense one-day software training at your specific location. This program was designed to provide you the convenience of hosting training for any number of your advisors and admin staff. Steve covers everything the software has to offer in an 8-10 hour presentation. Attendees are trained using the most current version of Retirement Analyzer and go through 3-4 case studies, have a team exercise, and are left with all of their questions answered and a good working knowledge of the software and its capabilities.

Give us a call to discuss pricing for Speaking to Advisor Groups or RA Max Team Training.

Custom Designed Software Applications

Do you find you’re using multiple software applications to run your business, or are you stuck with cookie cutter programs not specifically designed for you? If your processes seem cumbersome and are in need of an update, an initial consultation to discuss your business flow and the creation of custom designed software might be the answer.

Analyze

Free consultation to review your specific workflow and what you might need from a new software solution.

Design

Work together to model your workflow into logical steps that can help create efficiencies.

Develop

Our software developers will use the model created in design to write your new application.

Implement

Upon approval, we will assist you in getting acclimated, bridging info, and providing ongoing support.

Thank you both for the boot camp in Orlando! I've used RA 3 times since I've returned and have had huge sales all 3 times. I closed a case for $250,000 in managed money and $500,000 in annuities. Previously, I wrote $250,000 in annuities and a huge life case worth about $30,000 in commission. I just can't believe the success that I'm having with this and I'm so thankful for your help!

Kelley P. Florida

The team at Retirement Analyzer offers the finest, most personalized customer support of any software provider with which I am aware. They are extremely competent, readily available, very patient and an absolute joy with which to work.

Jim H. Arkansas

Our Team

In 2010, Steve Goldstein teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. Steve and Brooke continuously develop software solutions, with an eye on the simplicity necessary to generate both advisor and client understanding.

Our goal from day one has been to provide you with cutting edge software solutions along with second to none training and support, all designed to help you get the most from working with us.

We understand the speed of business today and how quickly you might need answers. With that in mind, we’ve assembled a high powered team of software experts, some who have various agent or advisor licenses, to answer your questions quickly, so you can spend your time helping your clients to a better retirement.

Stephen Goldstein

Founder

Brooke Thomas

Founder

Abagail Tompkins

Billing Specialist

Cheryl Kalish

VP - Sales & Support

Danielle Goldstein

Software Specialist

Kelly Tompkins

Software Specialist

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