Advanced Time Segmentation®

ATS is designed to create retirement income strategies using five investment categories with three specific timeframes. It will integrate into your existing practice flawlessly by allowing you to quickly build these income strategies while maintaining the flexibility to meet your clients’ unique financial situations. Not only does ATS work for clients currently in the retirement phase of their lives, but also gives clients in the accumulation phase a clear roadmap on how to reach their retirement goals in the future. The Advanced Time Segmentation software and coaching program was created by and is managed by practicing advisors. Our goal is to position you to be successful by not only teaching you how to use the platform, but also how to present the strategy most effectively. By using a strategy-first approach, you will begin to stand out in the sea of sameness, while helping your clients achieve their retirement income goals.