Quickly engage your clients with the dynamic interface.

  • Graphically illustrate retirement situations
  • Solve for retirement shortages
  • Live "What If" changes illustrate concepts and planning opportunities
  • Demonstrate wealth accumulation, retirement savings and drawdowns
  • Illustrate insurance needs
  • NEW: Visualize social security claiming strategies and solve for the optimal solution
  • Calculate savings required for education with college tuition and housing database
  • Contrast three alternative scenarios with the current plan
  • 10,000 Monte Carlo simulations to show retirement probabilities and risks