• Most comprehensive financial


    planning software available

    for high-end clients

  • Investment Planning


    Detailed cashflow & tax implications

    with easy what-if analysis

  • Retirement Planning


    Variety of popular plan formats

    and Social Security computations

  • Cash Management


    Dynamic projection of profile

    with multi layered options

  • Capital Needs Analysis


    Now and forever

  • Estate Planning


    Client, spouse and family

  • Education Funding


    Standalone funding analysis or

    part of comprehensive planning

  • Detailed implementation of


    Federal and State income taxes

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