DEBT EXENSE
- Credit Score
- Budget
The engine tallies up your debt and finds ways to consolidate your debt to the lowest interest rate and free up your cashflow. Many people are surprised to see lower monthly debt payments
PERSONAL FINANCE
- Financial Advisor
- Goal-Based Planning
- Health Savings Account
- 529 Plan
- Legal Will & Trusts
INVESTMENT PLAN
- Annuity
- Mutual Funds
- Equities/Stocks
- Crypto
The engine recommends how much money to put toward your various account types. It also takes into account how to optimize payments so you save money on taxes and maximize your retirement.
INSURANCE
- Term Life
- Whole Life
- Indexed Life
- Disability
- Health
Any good financial plan includes insurance. The engine recommends how much insurance you need to protect your future income in the event that you pass away or become critically ill.
RETIREMENT
- Retirement Plan
- Retirement Spending
- Estate Planning
- Digital Legacy
Our engine predicts what your total savings at your retirement age (nest egg) will be based on your desired retirement age, current savings, contributions and risk tolerance. We then create an optimized draw down strategy to his that target income for life.
