A planning software that transforms complexity into clarity with ease, precision, and dynamism
Investment account aggregation: see all investment accounts (even retirement accounts) in one place as a consolidated portfolio or in customized groups
Interactive retirement planning: illustrate multiple scenarios, stress tests, and more to make your golf-in-the-morning, beach-all-day dreams a reality
Tax-efficient distribution: discover your optimal distribution/withdrawal schedule to reduce taxes over the lifetime of your plan
Risk tolerance assessment: incorporate risk assessment into your holistic financial plan to compare your current investments with your ideal strategy
We help individuals, families, and businesses secure their future.
Serving clients nationwide from Long Island, NY.