PureFacts Partners With Cascades Financial Solutions, a Retirement Income Planning Tool That Provides Tax-efficient Decumulation Strategies
Summary
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. 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.” PureFacts is integrating Cascades’ breakthrough retirement income software into their suite of wealth management solutions. Prior to Cascades, there was no tool on the market that could tell an investor with confidence that they’d have enough money when they retire.” Co-founder, Jonathan Kestle emphasizes that “there is a fundamental lack of decumulation planning advice at a time when the aging demographic so badly needs it. PureFacts uses AI, big data, and their industry expertise to help firms realize value, increase productivity, reduce costs, and create an enhanced customer experience.