JourneyGuide
Retirement planning software that brings clarity to every conversation.
What is JourneyGuide?
JourneyGuide is one of the most powerful—yet remarkably simple—tools available for advisors. You can create retirement income plans quickly, clearly, and collaboratively. When you pair JourneyGuide with Tarkenton Financial’s proven process, you’ll elevate your planning conversations and uncover new opportunities to serve your clients well.
What JourneyGuide Helps You Do
- Build complete retirement income plans in minutes
- Bring clarity to complex variables using intuitive graphics
- Show clients the impact of different strategies in real time
- Incorporate annuity solutions with live product pricing
- Uncover assets held away and deepen client relationships
- Strengthen confidence through data-backed guidance
- Share client cases directly with your Tarkenton Financial annuity team
- Generate new opportunities with a shareable calculator link
Why Advisors Choose JourneyGuide
Build a full retirement plan in under 30 minutes without sacrificing accuracy or depth.
A powerful calculation engine drives every projection.
Live annuity product data from 40+ carriers allows you to compare solutions instantly.
Show clients the real impact of implementing a retirement income strategy.
A Tarkenton Financial Partner
As a Tarkenton Financial advisor, you can access JourneyGuide at a significant discount compared to retail pricing. It’s one of the most cost-effective ways to strengthen your planning process.
JourneyGuide aligns perfectly with our advisor support model: simple, practical, client-centered tools that help you ask better questions, create clearer plans, and deliver stronger outcomes.
