Edward Dressel Email & Phone Number

Many middle-income Americans are not retiring well and we provide solutions for advisors and agents that efficiently engage clients and 401(k) participants towards retirement readiness.We are passionate about empowering advisors and agents to help Americans with the financial ability to retire, I have dedicated my professional career to providing solutions that interactively engage and educate their customers toward achieving their best retirement.Supporting the needs of the retirement advisor, I developed The Retirement Analysis Kit (TRAK), a retirement modeling, analysis and illustration software used by top producing advisors throughout the US. Pivotal in the advancement of the consumer’s understanding of their retirement journey, TRAK is used by professional advisors working with individuals and those who support plan sponsors and company employees on their quest to retire securely. Moving along the continuum of retirement planning, I recognized that often planning ends after accumulation, leaving investors with no strategy for protecting their wealth through distribution. Extending the advisor client relationship, I helped pioneer the concept of Tax Wise Distribution, a model for strategic retirement income distribution. Often overlooked, this helps advisors determine a financial distribution strategy that can help extend retirement funding by saving thousands in distribution tax costs. Working closely with advisors on how to use our tools to demonstrate what their clients need; I carefully execute and diligently monitor strategies that help them accomplish their goals.Passionate about helping educate advisors, who in turn, pass that learning onto their clients is at the core of my desire to help people retire better. Advisors interested in learning more about TRAK please visit www.retireready.com or message me here on LinkedIn.

Listed skills include Retirement Planning, Retirement, Strategic Financial Planning, 401K, and 1 others.