Overview

The Financial Advisor GPT is a specialized tool designed as an application on top of ChatGPT to provide advice and guidance in the field of retirement planning and tax benefits, specifically tailored for the U.S.

and Canada markets. The tool has been developed by Hootan Nikbakht with an aim to present users with a wealth of knowledge in dealing with complex financial decisions related to retirement planning and tax benefits.

One of the key features of this tool is its ability to interact with users through a chat-like interface, where the advisor can answer questions regarding, but not limited to, the advantages of a Roth IRA, the nuanced differences between traditional and Roth 401(k)s, planning methods for retirement, and the pros and cons of pre-tax investments.

To make the experience more interactive and personalized, the tool introduces itself with a welcome message, encouraging users to explore their retirement planning options.

The Financial Advisor GPT provides prompt starters to guide users on potential questions they may have. This GPT is designed to be a helpful assistant, especially for those who are starting their retirement planning and need a reliable source of information.

It should be noted that to use this GPT, users are required to have a ChatGPT Plus subscription. This tool is exclusive to ChatGPT Plus members providing them easy access to expert financial advice.