PureFacts Financial Solutions, a leading provider of mission-critical wealth tech solutions, has taken an ownership stake in Cascades Financial Solutions Inc.
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PureFacts has taken an ownership stake in Cascades Financial Solutions, a powerful retirement income planning tool that empowers financial advisors to enter the rapidly growing retirement decumulation space with tax-efficient strategies.
Cascades is a retirement income planning tool that empowers financial advisors to enter the rapidly growing retirement decumulation space while protecting and growing their assets under management.
Cascades has revolutionized the way that advisors can help clients plan for retirement by creating a detailed report outlining the income tax savings of competing withdrawal strategies. It enables an advisor to provide in-depth, tax-efficient advice for retirement income planning that they could never do before on their own.
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Key features:
- Retirement income calculator that solves for a sustainable net retirement income from all income sources, quickly answering the most critical question retiring clients face, “Are we going to be okay?”
- Solution that clearly demonstrates the value of financial planning advice at a time of increasing regulation and transparency.
- Intuitive platform that educates advisors wanting to enter the retirement decumulation market.
“We’re always on the lookout for exceptional value-add partners who can enable our clients to help their clients live their best lives. Developed from the ground up by advisors, Cascades helps investors with their retirement income planning, so it was a perfect fit,” says Robert Madej, PureFacts CEO. “We’re excited to add the Cascades decumulation platform to our offering to help our clients increase the value of their advice.”
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