WealthTec® Suite includes planning tools designed to serve clients not typically considered high-net worth. Synergy is a flexible cash flow and estate planning model that can help you find answers to basic, universal financial planning questions:

• Can our financial resources support us during retirement in the manner to which we're accustomed?

• How long will our resources last? How much additional savings must we accumulate in order to close the funding gap?

• Do my spouse and I have enough life insurance protection? If not, how much additional insurance should we obtain?

In addition to Synergy, the Education Funding Planner can be used for projecting education costs and savings requirements.

Sample Reports

• Synergy - retirement funding gap analysis

• Synergy - life insurance needs analysis

• Synergy - Monte Carlo simulation illustration

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