About Us

The Roadmap™ is a robust and easy to use financial planning tool for retirement, college planning, and widow(er) income. The Roadmap™ provides insightful and first order understanding of future financial needs without expensive and complicated financial planning software and training. Enter planning goals and assumptions and then quickly identify the gap to reach the objective, or investigate various scenarios that are tied to financial realities. The Roadmap™ results can help develop strategies to realize the retirement goals, plan for college, and prepare for financial stability in the event one becomes a widow(er).

Joel H. Solomon, Chartered Financial Consultant and Managing Principal of PRS, LLC has spearheaded the development of the The Roadmap™ over the last 10 years in response to a great need to provide accurate and informative financial planning data that is tied to personal financial goals, investments, and inflation and growth rates (historical or self determined). Traditional financial planning tools and software have either been simplistic, providing little insight or usefulness, or expensive and complex providing superfluous detail that is still limited to predictability of the future (inflation, markets, and other events).

The goal of The Roadmap™ is to provide useful, easy to use financial planning tools to help you understand what it takes to reach financial goals, identify gaps in reaching those goals, and ultimately finding strategies to fill these gaps.

This software is showcased at The Solomon School (http://the-solomon-school.com) which provides world-class training to financial professionals in how to grow their practice by utilizing cutting edge software such as The Roadmap™ and presentation systems for use with financial advisors' retirement and legacy planning clients.

The Roadmap™ team is excited about providing this interactive and web based capability and are eager to continue to provide additional tools and training to help people everywhere meet their financial needs and more importantly, realize their dreams!

Call us today to join The Roadmap™ family of producers and start on your roadmap of success! (949) 544-2500