QUALITATIVE RETIREMENT ADVICE AND MANAGEMENT SYSTEM AND METHOD FOR CREATING A RETIREMENT PLAN

摘要

The present invention involves a system and method for generating customized retirement plans for a user. A user interaction module for obtains user information and includes software for asking a plurality of questions relating to the user. The questions include at least one question relating to quantitative information of the retirement funds of the user and at least one question relating to qualitative information about the user. The advice module correlates user quantitative information on retirement funds and user qualitative information to generate a customized retirement plan for the user.