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Life Insurance

Retirement Age Goal

Disability

Long-Term Care

401(k)/403(b)/457(b)

Tax Estimate

Documents

Retirement Living Expense Goal

Enter Pre-Retirement Living Expenses

Use the Detailed Expense Worksheet

Analyze a Client's Asset Allocation

Maps - Cash Flows

Navigate the Cash Flow Tables

Run an LTC Insurance Analysis

Cash Balance Pension Savings

Traditional IRA Savings

Roth IRA Savings

Traditional / Roth IRA

Roth 401(k) Savings

401(k) Savings

Retirement Health Care Costs

Tax Strategies

State and Local Tax

Summary Tab - Life Insurance

Individual Client Methodology

Run a Life Insurance Analysis

Asset Location Strategy

Risk

Analyze a Client's Tax Estimate

Tax Assumptions

Marketing & Prospecting Home

Access the Budget Analysis

Life Insurance Analysis

Using Account Aggregation

Dashboard

Debt

Methodology

Misc Assumptions

PreciseFP

Creating a Budget - Budget Analysis

Add Extra Debt Payments

Add Medical Expenses

Choose a Tax Filing Status

Enter AUM Fees

Enter Local Taxes

Customize the Protection Need

Non-Married Filing Single

Dashboard 

Married Filing Separately

Visualize a Client's Allocation Path

Addepar

Student Loans Overview 

Propose a Debt Payment Strategy

Strategy Tab - Debt Module

How-To Videos 

Generate a Report

Add a Loan

Budget Analysis

Use Cash Flow Maps

Add a Proposed Plan

Add an Investment Account

Use Account Aggregation

Find the Marginal Tax Rate

Security Assessments and Compliance

Investment Module

Training Videos

Open a Client's Vault

Add a Salary

Family

Add Additional Family Members

Choose a Resident State

Remove a Co-Client

Salary Income

Summary Tab - Cash Flows

Summary Tab - Risk Analysis 

Bank Accounts

Insurance Policies

Annuities

Impact of Planning Method

Investment Accounts

Propose an Annuity Purchase

Investment

Loans

Change your email address

Other Assets

Report Customization

Property

Action Items - Life Insurance

403(b) Savings

Comparison Tab - Social Security Module

Customizing the Snapshot

Snapshot

SEP IRA Savings

Set a Liquidity Target

Deferred Compensation Savings

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Track Client Activities