Mike Vikauskas, who quit being a financial planning in 1981 to start a financial planning software company, is taking Money Tree Software forward even as he plans his exit from the company.
Vitkausas is stepping down from day to day activities to spend more time on volunteer activities in his church. It’s part of a succession plan that Vitkauskas has envisioned for years.
But even as he leaves, Money Tree is moving forward on the path set by Vitkausas over the past three decades by launching a new advisor application, Distribution Solutions, which helps advisors create retirement plans for baby boomers.
To see a video about Distribution Solutions and read more about what's happening at Money Tree, please register for a free trial of advisorsforadvisors, our new practice management website for advisors.