TOOLS

Range of Outcomes Advisor creates a framework to shape client expectations by decoding a range of outcomes. The tool factors in thousands of different investing time periods and portfolio inputs, enabling a better understanding of how withdrawals and portfolio allocation impact a client's odds of success.

​

​

Tax Tier Advisor projects future taxable income and deductions in each tax bracket of a client's lifetime, including the impact of state income taxes. These projections are used to advise clients on how much money they can withdraw from an IRA at various tax tiers. Tax Tier Advisor uses careful analysis to ensure this advice provides the best possible outcome for a client.

• ​

Fee Advisor can make a meaningful change in client's net worth over time. Consider your current fee structure. Are you being strategic about which client account(s) pay advisory fees?

​

​

​

​

​

​