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Showing ideas from: Big Picture Retirement® (Devin Carroll, CFP® & John Ross, JD)
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Comprehensive Retirement Planning Software
Market Gap: Many retirement plans lack true strategic depth.
A business opportunity exists to develop a comprehensive retirement planning software that goes beyond generic outputs. This software would provide a deeper analysis of clients' financial situations, integrating variables like taxes, investment strategies, and future income needs. Unlike existing solutions that offer surface-level planning, this tool would facilitate continuous updates and adapt to clients' changing circumstances, ensuring that retirees have a truly actionable and personalized plan. Target users include financial advisors seeking advanced tools and individuals looking for thorough retirement planning solutions.
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