• 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