Financial Planning magazine’s review of GoWealthPro technology

Advisors who set out to work with a client have access to an extensive suite of tools: Savings Plan, Retirement Savings Plan, Insurance, Risk Capacity Index, Asset Allocation, Sustainable Retirement Income Planner, Retiree Health Care Planner, Executive Compensation Planning, Lifetime Cash Flow Projections, Estate Planning and Reports. Many of these tools are worth a deeper look…

By Joel Bruckenstein
Click here to read the entire article at Financial Planning magazine website.

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