After many years of serving the advanced planning market, WealthTec turned its attention to developing a planning system that can be used to serve not only high-net worth individuals and families but also less affluent clients. The result of this initiative is a planning tool that helps you find answers to your clients' 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 purchase?

Highest & Best Use

WealthTec SYNERGY is best used for basic cash flow planning, retirement and/or survivor gap and trend analyses. It is suitable for the mass affluent and other relatively simple engagements.
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