Edward Dressel

President & Owner at RetireReady Solutions
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Dallas, US
Languages
  • English -
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

James (Jim) Bishopp. CRPC, TGPC

I have had the privilege of knowing ED, and using his TRAK software and interviewing him on my radio show. The software is GREAT benefit to our clients. He is very knowledgeable and overall, he and his company's product make the financial planning process easy!

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CPR (CPR)
    American Red Cross
  • Open Water Scuba Diver
    U.S. Scuba Diver Certification

Experience

  • RetireReady Solutions
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President & Owner
      • 1986 - Present

      Moving away from the rapid transactions model toward lifelong relationships, we evolved to become RetireReady Solutions, better reflecting the changing relationship needs of our retirement advisors. Advancing our software to provide advisors more information and communication tools to support their customer relationships, we continue to innovate and amplify our portfolio of advisor tools. Offering TRAK (The Retirement Analysis Kit) our flagship software, Tax Wise Distribution… Show more Moving away from the rapid transactions model toward lifelong relationships, we evolved to become RetireReady Solutions, better reflecting the changing relationship needs of our retirement advisors. Advancing our software to provide advisors more information and communication tools to support their customer relationships, we continue to innovate and amplify our portfolio of advisor tools. Offering TRAK (The Retirement Analysis Kit) our flagship software, Tax Wise Distribution Strategy, and financial planning retirement calculators with the ability to illustrate over 700 public pensions plans, RetireReady Solutions continues to be an innovator in the field. Recognized as the Gold Standard in worksite tools for marketing, sales, illustration, and analysis for professional retirement planners, TRAK software has successfully helped increase the average advisor case size of up to 34%. Overseeing accounts, I continue to actively build and manage business relationships with broker-dealers, independent financial advisers, registered representatives, representative agencies, and financial services companies. ✅ Illustrate cash flow from over 700 public pension plans ✅ Provide retirement education and actionable information ✅ Public Speaker | Media Resource on Retirement Readiness

    • President, Owner | Trust Builders Inc, formerly The Annuity People
      • 2007 - Present

      Committed to supporting retirement advisors in their journey toward helping Americans achieve their retirement goals, we added incremental services and functionality to the TRAK software evolving to meet emerging needs. Cultivating broker dealer partnerships, we customized the software to meet their portfolio requirements, and expanded to offer licensing to advisors and retirement plans such as MetLife and MassMutual. Developing the TRAK software as part of our retirement readiness… Show more Committed to supporting retirement advisors in their journey toward helping Americans achieve their retirement goals, we added incremental services and functionality to the TRAK software evolving to meet emerging needs. Cultivating broker dealer partnerships, we customized the software to meet their portfolio requirements, and expanded to offer licensing to advisors and retirement plans such as MetLife and MassMutual. Developing the TRAK software as part of our retirement readiness philosophy, we focus on helping advisor make retirement savings achievable; educating participants, from how much they need to save to when they can retire, to understanding their investments. TRAK shifts the focus of meetings to education, not sales, which fosters a dialog about participants’ unmanaged monies. ✅ Recognized as the leading worksite tool for marketing, sales, illustration, and analysis for professional retirement planners ✅ Expanded to include TRAK-Cloud | 2015 ✅ Rebranded to RetireReady Solutions | 2017

  • The Annuity People
    • Partner
      • 2000 - 2006

      Specializing in the Tax-Sheltered Annuity (TSA) education market, I recognized the biggest challenge was in giving our clients a clear and unbiased picture of their retirement needs. Focused on addressing this challenge, I successfully developed The Retirement Analysis Kit (TRAK), a software product designed to change the retirement planning conversation from sales to education. Understanding the value of building long-term financial relationships, TRAK empowered financial advisors with… Show more Specializing in the Tax-Sheltered Annuity (TSA) education market, I recognized the biggest challenge was in giving our clients a clear and unbiased picture of their retirement needs. Focused on addressing this challenge, I successfully developed The Retirement Analysis Kit (TRAK), a software product designed to change the retirement planning conversation from sales to education. Understanding the value of building long-term financial relationships, TRAK empowered financial advisors with a tool that helped them to connect and educate their clients, not just crunch numbers. Considered the gold standard of retirement illustration software for advisors, TRAK now serves both the 401(k), federal employee, and 403(b) marketplace. ✅ Retirement education offered to public schools and tax-exempt organizations ✅ Fostered long term relationships between advisors and their clients

    • Contractor
      • 1986 - 2000

      A 403(b) Financial Advisory, I wrote software to improve programming for partnership with state and local government developed pension software and developed software to manage cash-flow for pension funds.

  • Bosch | Formerly Brandon Technologies, Inc.
    • Software Engineer
      • 1998 - 2002

      Creating a data analysis pipeline that increased production efficiency, I was instrumental in the development of software that provided critical production process monitoring data for a large-scale injection molding and die-casting manufacturers. Monitoring the overall safety, health and performance of the equipment, the software tracked data, pinpointing the original development and/or production run, when and where an issue occurred. ✅ Improved and instituted programming… Show more Creating a data analysis pipeline that increased production efficiency, I was instrumental in the development of software that provided critical production process monitoring data for a large-scale injection molding and die-casting manufacturers. Monitoring the overall safety, health and performance of the equipment, the software tracked data, pinpointing the original development and/or production run, when and where an issue occurred. ✅ Improved and instituted programming structures ✅ Developed a documentation process of coding standards ✅ Lead team to better software development Show less Creating a data analysis pipeline that increased production efficiency, I was instrumental in the development of software that provided critical production process monitoring data for a large-scale injection molding and die-casting manufacturers. Monitoring the overall safety, health and performance of the equipment, the software tracked data, pinpointing the original development and/or production run, when and where an issue occurred. ✅ Improved and instituted programming… Show more Creating a data analysis pipeline that increased production efficiency, I was instrumental in the development of software that provided critical production process monitoring data for a large-scale injection molding and die-casting manufacturers. Monitoring the overall safety, health and performance of the equipment, the software tracked data, pinpointing the original development and/or production run, when and where an issue occurred. ✅ Improved and instituted programming structures ✅ Developed a documentation process of coding standards ✅ Lead team to better software development Show less

Education

  • Willamette University
    Masters of Business Administration
    2021 - 2023
  • Multnomah University
    Bachelor's degree

Community

You need to have a working account to view this content. Click here to join now