Software

Innovative software that puts you in control of your future

Financial Strategies is a powerful, yet easy-to-use financial planning program that helps you plan for and achieve a goal of financial independence. The program is available in two versions — Foundation, with all of the options that you need to set your goals and learn how to achieve them, and Financial Strategies Advanced, which adds detailed retirement cash-flow planning and a life insurance planning module. The differences between the versions are outlined below.

Financial Strategies Foundation

Financial Strategies Foundation explodes the myth that financial planning software has to be expensive and complicated. Whether you are a novice or a professional, this dynamic, interactive program lets you quickly see the big picture of your financial goals and objectives. The program provides a solid foundation for making decisions, and generates easy-to-understand reports including balance sheets, cash flow, and income/expense reports.

Financial Strategies Foundation answers the following questions:

  1. How much will I need to invest to retire when I want to?

  2. How do I retire five years sooner?

  3. How do I save the amount that I need to in order to achieve my goals?

With Financial Strategies you have control. The program makes it easy to run countless "what if" scenarios to see how different variables affect your planning. And, best of all, the program is designed to be simple enough that anyone can use it.

For more information on this program, call us at (713) 782-9974.

Financial Strategies Advanced

Financial Strategies Advanced builds on the basic planning tools available in the Foundation version by adding Retire! and the Life Insurance Planner.

Retire! is a module that adds additional cash flow planning features to the basic Financial Strategies software. Using a simple spreadsheet format, Retire! allows users to input variables that go beyond the planning features of the Foundation program. For example, with Retire! you can see what happens if only one spouse retires while the other one continues to work, or how the sale of your current home and purchase of a new one affects your overall planning. Retire! will even take your anticipated income and expenses and calculate the minimum required rate of return to ensure that your goals are met.

Retire! is essential if you are within five years of retirement. This module contains the flexibility and detailed cash flow planning that is critical for designing your asset allocation and planning withdrawals from IRAs and other accounts.

Do you have the right amount of life insurance? What about estate taxes? With our Life Insurance Planner, the answers to these questions are easy to find. Life Insurance Planner allows you to run multiple scenarios to see what happens if you die, your spouse dies, or both of you die in an accident together. Whether you have young children, a taxable estate, or just need to make sure that your insurance is sufficient for covering final expenses, Financial Strategies Advanced should be an important part of your financial planning.

For more information on this program, call us at (713) 782-9974.

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