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SIPS Retirement Planning System by Stuart Software Solutions Employee Directory

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.

Find SIPS Retirement Planning System by Stuart Software Solutions employees' phone numbers or email addresses

SIPS Retirement Planning System by Stuart Software Solutions Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

SIPS Retirement Planning System by Stuart Software Solutions's Leadership

  • Stylized image of a person
    J. G.
    President & Ceo Sips Retirement Planning Systems, Inc
    Mobile Phone

SIPS Retirement Planning System by Stuart Software Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

Contact profiles from SIPS Retirement Planning System by Stuart Software Solutions

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. G.
    President & Ceo Sips Retirement Planning Systems, Inc
    Mobile Phone
    United StatesFlorida
    Apr 16, 2026

Frequently Asked Questions

What is SIPS Retirement Planning System by Stuart Software Solutions known for?

Minus sign iconPlus sign iconSIPS Retirement Planning System by Stuart Software Solutions was founded in 2010 operates in the Financial Services industry. Explore SIPS Retirement Planning System by Stuart Software Solutions's company overview page for more information.

What is SIPS Retirement Planning System by Stuart Software Solutions's most common email format?

Minus sign iconPlus sign iconSIPS Retirement Planning System by Stuart Software Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SIPS Retirement Planning System by Stuart Software Solutions email formats with LeadIQ.

How many employees does SIPS Retirement Planning System by Stuart Software Solutions have currently?

Minus sign iconPlus sign iconSIPS Retirement Planning System by Stuart Software Solutions has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are SIPS Retirement Planning System by Stuart Software Solutions's key employees and leadership?

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As of July 2026, SIPS Retirement Planning System by Stuart Software Solutions's key employees include:

  • President & Ceo Sips Retirement Planning Systems, Inc: J. G.

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