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Built for Advisors who value clarity and client understanding

A modern planning tool that helps clients see their retirement - and trust the plan.

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OnTarget™ Planner is a powerful, visual retirement planning platform designed to support advisors who want better client engagement, clearer conversations, and more confident decision-making.

Prioritizes clarity
Not a sales tool
Built for understanding

Better tools lead to better conversations

Clients don't struggle with advice — they struggle with understanding.

Many clients leave meetings with:

  • A recommendation they trust — but don't fully understand
  • A plan they can't visualize
  • Uncertainty about tradeoffs and risks

OnTarget™ helps bridge that gap by turning complex planning concepts into clear, visual stories your clients can follow.

68% of people say trust is the top factor in choosing a financial planner

Designed to support - not replace - advisors

Your expertise stays front and center

OnTarget™ is not built to automate advice or remove professional judgment. Instead, it helps you:

  • Demonstrate assumptions clearly
  • Explore scenarios collaboratively
  • Show cause-and-effect visually
  • Keep clients engaged between meetings

Powerful modeling with understanding

Transparency builds trust. With OnTarget™, advisors can:

  • Model full-lifecycle retirement plans
  • Run and compare multiple scenarios live
  • Stress test plans against historical data
  • Explore withdrawal strategies and tax impacts
  • Adjust assumptions in real time

Clients don't just see results - they see why those results change.

Improve Client Engagement and Confidence

When clients understand the plan, they stick with it

Visual, intuitive planning helps:

  • Reduce second-guessing during market volatility
  • Improve long-term plan adherence
  • Encourage thoughtful questions instead of reactive decisions
  • Build confidence in both the plan and the advisor

Understanding is the foundation of trust.

Flexible for Different Advisory Styles

Use it your way

OnTarget™ works well for:

  • Advisors who lead planning in-meeting
  • Advisors who collaborate with clients between meetings
  • Advisors who want clients more engaged, not more confused

You choose how deeply clients interact with the tool — from advisor-led planning to shared exploration.

A Natural Fit for Modern Advisory Practices

OnTarget™ is especially valuable for advisors who:

  • Emphasize education and transparency
  • Serve DIY-inclined or analytically minded clients
  • Want clearer visuals than spreadsheets provide
  • Prefer tools that explain, not obscure

It's a planning platform that respects both advisor expertise and client intelligence.

How Advisors Typically Use OnTarget™

  • Build a baseline retirement plan
  • Walk clients through their financial timeline
  • Explore "what-if" scenarios together
  • Stress test assumptions
  • Adjust strategies collaboratively
  • Revisit and refine as life changes

The result: fewer surprises and more productive meetings.

Data Privacy and Professional Integrity

We believe trust matters.

  • Client data remains private and secure
  • No product sales or commissions
  • No conflicts of interest
  • No advertising-driven incentives

Our success depends on building tools advisors are proud to use.

Advisor Access & Pricing

OnTarget™ offers advisor access designed to support professional use cases.

If you're interested in using OnTarget™ with clients, we'd love to talk about:

  • Advisor-specific features
  • Licensing options
  • Client collaboration workflows
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The Bottom Line

OnTarget™ helps advisors do what they do best - guide, explain, and build confidence - with tools that make complex planning easier to understand.

Better understanding leads to better outcomes. For clients and advisors alike.

Learn More About Advisor Access

Take aim at your retirement with OnTarget™

Sign up today and start building the financial plan you deserve. It's free to get started!

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