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Life Insurance

Retirement Age Goal

Disability

Long-Term Care

Documents

Tax Estimate

Retirement Living Expense Goal

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

Life Insurance Analysis

Cash Balance Pension Savings

Traditional IRA Savings

Roth IRA Savings

Traditional / Roth IRA

Roth 401(k) Savings

401(k) Savings

Individual Client Methodology

Misc Assumptions

Tax Assumptions

Maps - Cash Flows

PreciseFP

Tax Strategies

Asset Location Strategy

Marketing & Prospecting Home

Creating a Budget - Budget Analysis

Using Account Aggregation

Use the Detailed Expense Worksheet

Enter Pre-Retirement Living Expenses

Enter Local Taxes

Enter AUM Fees

Choose a Tax Filing Status

Add Medical Expenses

Risk

Add Extra Debt Payments

Analyze a Client's Tax Estimate

Navigate the Cash Flow Tables

Analyze a Client's Asset Allocation

State and Local Tax

Run an LTC Insurance Analysis

Run a Life Insurance Analysis

Dashboard

Access the Budget Analysis

Methodology

Retirement Health Care Costs

Estate Analysis

Estate Checklist & Beneficiaries

Summary Tab - Life Insurance

Debt

Inflation Assumptions

Strategy Tab - Debt Module

Student Loans Overview 

Married Filing Separately

Non-Married Filing Single

Net Worth 

Account Aggregation Open Banking

Pre-retirement Living Expenses

Propose an Annuity Purchase

Annuities

Analysis 

Report Customization

Tax and Fees

Retirement Analysis Module

Long Term Care Costs

Investment Module

Budget Analysis

Account

Salary Income

Model Portfolios

Bank Accounts

Insurance Policies

Client List

Investment Accounts

Loans

Change your email address

Other Assets

Property

403(b) Savings

SEP IRA Savings

Deferred Compensation Savings

Asset Return Assumptions 

Client Presets 

Clients

Client Access

Snapshot

Long-Term Care Insurance Analysis

Asset Allocation

Retirement Analysis

Expenses

Family Profile

Goals

Modeling Pension Options in a Financial Plan

Debt Module

Click the play button below for a step-by-step tutorial on 

Visualize a Client's Allocation Path