A customer testimonial (monologue) endorsing NewRetirement, describing why they prefer it: no sales pressure, a flat-fee pricing model (Planner Plus), and responsive support that implements suggestions or provides workarounds. The speaker contrasts NewRetirement with advisors/tools that charge a percentage of assets or push products.
Chapters
Well, I think first they don't try to sell you anything. One of my big turn offs are people trying to sell you products that you don't understand, first off, and then secondly, wanting a percentage of your money whether your accounts go up or down. And that's just a concept over time that I have never gotten used to. But new retirement lets you do it at your own pace for a flat fee if you get the Planner plus and they don't ask you for anything else. It's not like other tools where you're constantly fielding. Not constantly, but you are fielding sales requests and unsolicited offers and that type of stuff. So, yeah, I think the best thing is you all do it for one flat fee and you continue to improve. You all have been very responsive to not only me not understanding things, but me suggesting, hey, what about this, what about that? And then you've been able to say, oh, either a, we're working on it, or here's the workaround to make sure your plan is as accurate as possible.