| Benefits 1-9 |
- Illustrates 300+ customized tools (not a “cookie cutter” software program using standard templates). The software helps you choose and customize tools most consistent with your vision
- Summarizes results on one client-friendly flow chart with support details easily referenced
- Tracks which assets fund each planning tool and guards against funding legal tools with the wrong financial assets
- Produces a master flow chart with hyperlink to all supporting tax returns, legal documents, financial calculations, and summaries of goals.
- Easily updated. Recalculates all planning scenarios and future projections as assumptions change
- Implementation-focused. Necessary details given to licensed investment advisers, lawyers, and insurance agents
- Precise. Allows for adjustment of many variables to study possible solutions
- Tracks basis, ownership, yield, structure, beneficiaries, intentions, debt, and proxies for each asset in the client portfolio in order to create accurate cash flow and wealth transfer projections
- Creates a balance sheet for each stakeholder each time we update the balance sheet for an entity, such as a FLP or LLC that is owned by several stake holders.
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