The First Financial Planning Tool to Use Monte Carlo Simulation in the Entire Plan
Wealth Strategies can analyze the effects that death, disability, asset yields, volatility of assets and investments, and other uncertainties would have on the volatility and cash flow of every single asset in your clients’ plans. By rapidly simulating thousands of scenarios based on an individual’s overall plan, Wealth Strategies can help you show your clients the probability of achieving their financial goals.
Help your clients identify problems with their financial plans.
- What is the probability that your clients will run out of money?
- Could their plans be derailed because of a long term disability?
- Would a spouse change investment strategies if the other spouse died unexpectedly?
- Will their retirement plan work?
- Is their current financial plan on track?
- Easy-to-use prompts and reports
- Vivid, printed presentations of your clients’ situation
- Motivating graphics
- Retirement Planning
- Cash Flow Planning
- Estate Planning
- Protection Planning
- Annual Reviews
- And more
Existing Clients are Prospects.
Uncover previously overlooked opportunities.
Regardless of the type of financial planning or buying decision involved, Wealth Strategies can help answer your clients’ financial questions.