Financial Planning Done Right

Retirement Planning

  • Create a robust retirement plan using advanced Monte Carlo simulations
  • Built in stress tests and what-ifs
  • Long term growth assumptions are developed in-house with two primary goals:
    • Reasonable
    • Conservative

Asset Allocation

  • Straight-forward investment allocation proposals
  • In-depth reports from Morningstar

Tax Planning

  • Tax liability management with detailed tax estimates
  • Detailed 1040 projections including Schedules A, B, and D
  • Shows potential AMT calculation, taxable Social Security, rental property, and more
  • Illustrate tax-efficient drawdown strategies and Roth conversion
  • Compare different drawdown strategies
  • Factor in Social Security, pensions, annuities, and other income

Optimize Social Security

Includes retirement, spousal, survivor, and child benefits

Calculate the PIA including delay credits, early penalties, and inflation adjustment

Reflects the annual earnings test, family max adjustment, and government pension offsets

Integration

 

Easy to use budgeting tool!

Aggregate accounts from over 8,000 financial institutions

Automated expense categorization

Create and monitor cash flows with ease

Debt Reduction

Compare different payoff plans

Dial the debt payment up and down

Quantify the impact of different debt pay-off strategies

And much more

 

Long Term Care Analysis

Client portal access

PDF reports

Task management with automated email reminders

Secure document vault to share and store files

Medicare reminders

Examples are hypothetical and for illustrative purposes only. The rates of return do not represent any actual investment and cannot be guaranteed. Any investment involves potential loss of principal. Please speak with your tax and investment advisor(s) regarding your specific situation.