Model a Wide-Range of Financial Scenarios

Clients can visualize the effects of a custom strategy on their projected lifetime cash-flow.

Detailed Retirement Planning

Show clients they have options when it comes to their retirement. Comprehensive planning techniques help you model the finer details of a successful retirement plan.

Social Security Simplified

Model various claiming strategies to show clients the benefits, as well as the disadvantages, of either early or delayed Social Security distributions.

In-Depth Investment Analysis

Incorporate specific investment assumptions into your plans by creating and adjusting market indices, asset classes, and commonly used model portfolios.

Advanced Tax Calculations

Show your clients both their potential future tax burdens and liabilities using a projected 1040 calculation or a flat rate.

Model a Wide-Range of Financial Scenarios

Clients can visualize the effects of a custom strategy on their projected lifetime cash-flow.

Detailed Retirement Planning

Show clients they have options when it comes to their retirement. Comprehensive planning techniques help you model the finer details of a successful retirement plan.

Social Security Simplified

Model various claiming strategies to show clients the benefits, as well as the disadvantages, of either early or delayed Social Security distributions.

In-Depth Investment Analysis

Incorporate specific investment assumptions into your plans by creating and adjusting market indices, asset classes, and commonly used model portfolios.

Advanced Tax Calculations

Show your clients both their potential future tax burdens and liabilities using a projected 1040 calculation or a flat rate.

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