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Introduction
Our flagship product, The Retirement Analysis Kit (TRAK), is financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participants about 401(k) plans, from how much they need to save to when they can retire. TRAK shifts the focus of meetings to education, not sales, which fosters a dialog about participants' unmanaged monies.
Contact Info
Address:
883 Southwest Church Street
Dallas
Oregon 97338
United States
Dallas
Oregon 97338
United States
Tel:
(503) 831-1111
Fax:
(877) 718-2693
Website:
http://asktrak.com
Offering
- Social Security Planning
- Financial Planning
- Retirement Planning
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 7:00 am | 4:30 pm | ||||
| Tuesday | Open | 7:00 am | 4:30 pm | ||||
| Wednesday | Open | 7:00 am | 4:30 pm | ||||
| Thursday | Open | 7:00 am | 4:30 pm | ||||
| Friday | Open | 7:00 am | 2:00 pm | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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