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• Pinnacle - portfolio analysis and asset allocation planning
• Cash Flow & Estate Planner - strategic planning for closely held business owner and corporate executive
• Executive Summary Planner - strategic planning case comparison
• EstatePro - advanced estate planning for closely held business owner
• DesignPro - estate planning scenario comparisons
• Synergy - retirement funding gap analysis
• Synergy - life insurance needs analysis
• Synergy - Monte Carlo simulation illustration
• GRAT vs. IDGT Planner - estate freeze planning comparison of a GRAT and an installment sale to a grantor trust
• Roth IRA Conversion Planner - conversion of a traditional IRA to a Roth IRA for financial planning purposes
• Roth IRA Conversion Planner - conversion of a traditional IRA to a Roth IRA for estate planning purposes
• Estate Planning - overview of the estate planning process, transfer tax system and other basic concepts
• Charitable Remainder Annuity Trust - overview of a CRAT
NOTE: The WealthTec® Suite sample reports were created by WealthTec using the system's flexible exporting feature. By exporting your final reports to Excel®, you have the ability to customize the program's output before creating PDF files for your client deliverables.
Howard L. Eisenberg, CPA/PFS, CFP®, CLU, ChFC
President
Tel: (443) 535-8675
Fax: (443) 535-8676
Email: howard@wealthtec.com
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