24/7/365 Access & Monitor your Lifestyle, Financial & Retirement Plans from any device. A fully integrated view of where you are and what you need to do to achieve your custom Goals and Objectives.

Virtually engage with your Advisor to review your goals, see how events and decisions today impact you. With the 2-way Client Portal, sharing screens from either side of the portal enhances the user-experience without having to meet face to face.

Find out now if you can achieve your retirement goals. Planning makes a difference. Identify all your unique Goals, including the Needs you must have, the Wants you's like to have, and even the Wishes you might dream about.

Will your Money last? Measure using selected Assets versus your Needs, Wants & Wishes by projecting withdrawals through time with regard for taxes and inflation concerns.

Determine the balance of Risk and Return that is right for you. Examine ALL your Investments individually and as a Household. Are your Assets working towards your Needs, Wants & Wishes or should they be adjusted?

Gain Confidence. Income vs. Expenses. A complete Budgetary tracking and analytical suite tied to your Lifestyle & Retirement Plans. Where does your money go now? Where should you focus savings? Create multiple budgets to evaluate the impact on your Success.

Do you have Estate Planning Documents in place? Disability, Long-Term Care and Life Insurance needs analysis. Get an overview of your current estate situation and view your projected estate value at death. A well-designed estate plan can not only help make sure that your assets go where you want them to, but also makes the process simpler, faster, less expensive, and less painful. Such planning followed by an orderly transition of your estate can have a positive impact on the people you care about.

Using Monte Carlo Simulation Analysis, stress test your plan 1 Million times at the click of a button and obtain a probability of success factor as many times as you feel relevant. Stress Testing includes simulations versus Bear Markets, Concentrated Positions, The Great Recession, Bad Timing and many more. The PlayZone within the plan also allows the adjustment of many other variables including Inflation, Taxes, Social Security Cuts, Early Deaths, Health Care & LTC costs and much more happenings that you likely haven't thought of.

Account Aggregation, Test Variables in PlayZone, Financial & Lifestyle Goals, Health Care Cost Smart Goal, Holistic Stress Testing, Risk Tolerance, Illiquid Asset Sale Modeling, Social Security Optimization, Custom Capital Market Assumptions, Risk Management (Life, Disability, LTC), Estate Planning, Net Worth Statement, Action Item Summaries, What if Scenario Comparisons, Tax Strategies (NUA, 72t, Roth Conversions), Stock Options, Restricted Stock, Cash Reserve Strategies and Aspirational Buckets, Secure Income Modeling, Tax Planning Modeling & MyBlocks integration modules.