- Comprehensive design that can accommodate all sorts of financial scenarios
- Totally integrated financial profiles that span full lives of the Client and spouse
- Provides dynamic control on data for income, expenses, assets and investments
- Ability to model numerous types of investments and business interests
- Special data formatting for rental properties, 529 Plans, Roth IRAs and other retirement plans
- Integrated Federal, State and Local income tax calculations
- Year by year reporting with detailed Income Statement, Balance Sheet and Cash Flow Statements
- Summary report that summarizes financial profile on one report
- Calculation for IRAs and 401k with Catch-Up contributions, AMT and much more
- Provides Capital Needs Analysis in easy to understand text and graphic formats
- Prepares Estate related reports and flow charts for any year of your planning horizon
- All inclusive Estate reports showing scenarios when either spouse predeceases the other
- Over a dozen graphs and charts available for easy review from a desired financial perspective
A very powerful tool to help see the whole picture, anyone can learn to use it.
Penny A, Financial Planner, Minneapolis, MN
