This is a powerful, flexible modeling system for comprehensive cash flow planning. It also performs a basic current estate analysis using current balance sheet and in-force life insurance values, as well as a projected annual Net to Heirs Illustration. Effective use of it requires a comprehensive data set (i.e., all assets, debts, income, expenses, and insurance data are required).

Highest & Best Use

WealthTec AFFLUENCE is best utilized for modeling comprehensive cash flows on simple-to-complex engagements, especially when asset allocation planning is incorporated and estate planning needs are basic. It's suitable for corporate executives, business owners and other high-net worth individuals.
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