Client Case Design Reports

With your data and our software capabilities through our proprietary relationships, we can provide important

information to help you make the right decisions.

Color of Money Risk Analysis & Report​

Before a client can make an informed decision about their assets, they need to have a clear understanding about their own attitudes toward risk and how it might relate to their retirement. The Color of Money Risk Analysis explores how your clients feel about potential gains and losses and examines the uncertainty and predictability of their assets.

Portfolio Analysis Review

Our proprietary Portfolio Analysis Review (PAR) process gives your clients a detailed breakdown and thorough written analysis of their investment portfolios. The PAR process includes an asset inventory, Morningstar Report, investment analysis, Portfolio Pilot report and personalized portfolio solutions to help your clients understand the possible risks and rewards of their current financial situation.

Social Security Maximization

This report analyzes all possible filing strategies, examines multiple opportunities and helps you determine a solution for your clients. It provides a complete retirement roadmap with specific dates and instructions to help optimize their Social Security income.

Asset Map

Asset Map is an interactive online tool that provides insight into your clients' current investment portfolios. By creating a detailed map of their current financial landscape and charting possible routes to their desired financial future, they can explore and dynamically review the impact of each potential route.

Retirement Compass

Retirement Compass will help you chart your clients’ income planning destinations. The report integrates multiple sources of income, including Social Security, pensions and rental income, along with strategies to generate income from assets, to help your clients fulfill their goals throughout retirement.

Morningstar Reports

Morningstar is a leading provider of independent investment research in North America, Europe, Australia and Asia. Morningstar delivers pertinent facts from an independent source for an unbiased analysis of your clients’ current investments.

Custom Annuity Policy Review

Examine the rider fees and internal expenses associated with a variable annuity policy to illustrate to your clients the cost associated with owning the policy and how it may affect their potential returns.

1040 Snapshot

The 1040 Snapshot software provides a picture of your clients' current tax situations and clearly demonstrates opportunities to minimize tax liabilities today and in the future.

Income Aviator

Providing income during retirement is like flying through turbulence. If your clients are concerned about outliving their income, Income Aviator will bring structure to an otherwise confusing concept. Draft a retirement flight plan to illustrate how to partition retirement assets to maximize returns.

Portfolio Pilot

Analyze the risk/reward ratio of your clients' current portfolios. Assess their desired risk tolerance and offer alternative solutions within our 20 proprietary model portfolios. Help them gain clarity knowing their assets are appropriately allocated.

Legacy Maximizer

By leveraging existing financial vehicles wisely, you can create generational wealth for your clients that can be insulated from future tax law changes. This report demonstrates the opportunity to use a distribution to fund a life insurance policy, dramatically increasing your client's legacy.

Roth Conversion

Provide an objective analysis prepared by a CPA to determine if a Roth IRA conversion is appropriate for your clients, taking into account the effect of converting available retirement assets, paying the conversion tax with other assets, and allowing the Roth IRA to grow.

©All Rights Reserved Designed by Purplebiz Marketing