This is a user-friendly planning tool that can be used to serve not only high-net worth individuals and families but also less affluent clients. It can effectively 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?

Highest & Best Use

SYNERGY is best used for long-term cash flow modeling for retirement and life insurance planning purposes. It is suitable for the mass affluent and other relatively simple engagements.

Sample Reports

• Synergy - retirement funding gap analysis

• Synergy - life insurance needs analysis

• Synergy - Monte Carlo simulation illustration

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