SIPS Retirement Planning System by Stuart Software Solutions Email Format

Financial ServicesFlorida, United States2-10 Employees

SIPS Retirement Planning System by Stuart Software Solutions operates in the financial services sector from Fort Myers, Florida. It provides a cloud-based platform for independent registered investment advisors that combines a concise one-page planning tool with a library of scenarios, including annuity income riders and tax considerations. The offering was developed by James Gallagher, who is described as the Retirement Engineer, and it is intended to help advisors present potential outcomes clearly to clients. 

Its primary customers are independent registered investment advisors seeking a structured approach to client conversations. The SIPS Case Closed Playbook expands the offering with more than 50 step-by-step closing examples to support advisors in closing discussions. Access is via a cloud-based platform, and prospective users can sign up for a free 30-day trial with introductory training.

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