Key Features & Modules:

• Thirteen personal planning modules:
  
  1. Retirement
  2. Education Goals
  3. Estate Planning
  4. Advanced Estate Planning (optional)
  5. Accumulation Goals
  6. Survivor Needs
  7. Disability
  8. Long-Term Care
  9. Asset Allocation
  10. Monte Carlo (optional)
  11. Risk Tolerance
  12. Financial Statements
  13. Income Tax Analysis


• Four business planning modules:
  
  1. Business Valuation
  2. Key Employee Valuation
  3. Financial Statements
  4. Employee Benefits


• Cash-flow and goals-based planning tools


• Action-oriented client reports