1040 Snapshot
The 1040 Snapshot provides a picture of your current tax situation and opportunities to improve your financial future. Reduce taxable income, lower marginal tax rates, take advantage of tax deferral, increase tax credit eligibility and reduce taxes paid on Social Security. Gain a clear picture of you interest and dividend income, capital gains and looses, deductions, and qualified retirement plan contributions. Take the steps to achieve your financial goals with the 1040 Snapshot.Asset Altimeter
Looking to determine the viability of your current retirement plan? Analyze your current asset protection, asset allocation and tolerance to risk. We can show you projected growth and withdrawal rates as well as multiple strategies to provide solutions to maintain the longevity of your retirement income.Basecamp
You are a pioneer, and Advisor Base Camp is your 24/7 access for peak success. Download complete sales systems including comprehensive checklists, video tutorials, step-by-step appointment instructions, pre-designed advertising, business documents and more ... all to meet your aggressive business goals.Additionally, Basecamp offers instant access to compliance, administrative, and client forms with many available in fillable format.
Case Central
Case Central provides you web-based access to request a comprehensive case analysis and client recommendations. Our analysis and recommendations are based on your desired business model and your clients unique retirement planning goals. Highlights include: Morning Star analysis, Tax Preparation, Second Opinion Tax and Home Mortgage Services, Safe Money Reports and investment Reports.The Case Central Team will coordinate your requested services and reports among the appropriate Gradient teams, providing progress reports and key information along the way to help ensure client acquisition.
Consolidated Advisor
Consolidated Advisor is more powerful and trustworthy than your spreadsheets and e-mail system. It keeps you organized and provides the most important information on your client relationships and future clients—phone numbers, e-mails, meeting calendar, activity history, notes, documents, and more. Consolidated Advisor is a great way to share and display the details of people you do business with in one organized place.Family Inheritance Tree
The Family Inheritance Tree outlines how your individual assets will be distributed as indicated on your beneficiary designation forms and provides a summary of the amount each beneficiary will receive before and after taxes. The Family Inheritance Tree helps ensure your beneficiary designation forms are accurate and your legacy is intact for generations to come.Found Money Report
The Found Money Report identifies cost savings opportunities that most people routinely overpay for.Gradient Compass
Assessing your desired income needs and the financial vehicles to help you achieve your income planning goals can be difficult. Gradient Compass helps chart your income planning destination using proprietary tools, such as a growth calculator, CD vs. annuity comparison, and income rider comparisons. The illustrations found in the report are bundled to show multiple sources of income and your ability to take income throughout retirement.Income Aviator
Providing income during retirement is like a process of flying through turbulence. If you are concerned about outliving your income, the Income Aviator will bring structure to an otherwise confusing concept. We will draft a retirement flight plan to illustrate how to partition your retirement assets to maximize returns.IRA Legacy
Transitioning qualified assets from the accumulation to the distribution phase can be difficult for most retirees. Determine when and how to take out required minimum distributions, what to do with them, how to plan for transferring wealth, and whether it makes sense to convert a 401(k) or traditional IRA to a Roth IRA. The IRA Legacy software helps you make the right decisions the first time.IRA Maximizer
Planning your legacy does not have to be a daunting task. This report will illustrate how an underperforming asset or annuity can qualify for a guaranteed tax-free return for your beneficiaries. Double, triple or even quadruple the after-tax value your beneficiaries will receive, giving you the opportunity to enjoy the rest of your money throughout retirement knowing you have provided for your family.Legacy Maximizer
Take some of the uncertainty out of your future with the Legacy Maximizer report. By leveraging existing investments and insurance wisely, you can create generational wealth that is well insulated from future tax law changes. The illustrations found in the report show the ability to take a distribution to fund a life insurance policy thus dramatically increasing your beneficiary inheritance.Legacy Planning
Financial planning address the four critical areas of retirement. Income planning examines expenses and income streams. Asset allocation aligns your risk tolerance and objectives. Tax planning provides savings opportunities using previous and future tax returns. Legacy planning ensures you family is protecting in an emergency and passes your wealth to future generations. Preparations within these areas of the financial pyramid helps ensure a stable, long-term retirement.Morningstar
Morningstar offers an unbiased analysis of your current investments. We utilize Morningstar, one of the largest third-party rating agencies in the country, to analyze your stocks, mutual funds or other securities products. If you are serious about seeing what is in your portfolio, we believe that objective, unbiased opinions are the only option.Navigator
The sophisticated Navigator reporting system monitors the execution of your financial plan providing real-time statements on your account activity, investment values, and up-to-date portfolio performance.Portfolio Pilot
With Portfolio Pilot, we analyze the risk/reward ratio of your current portfolio. We assess your desired risk tolerance and offer alternative solutions within our 20 proprietary model portfolios. You will gain peace of mind knowing your assets are appropriately allocated.Retirement Forecaster
Retirement is perhaps the most critical time in your clients' lives, and they need your help to prepare. However, the tools that exist to work with these clients are typically bloated software programs that forget about the sales process, or they gloss over the details and never identify the client's needs.The Retirement Forecaster is built from the ground up using tried and true sales strategies that provide a valuable service to your clients. When you are done with the process, you will have answered their top concerns and set them on a course to a successful retirement.
And even better, the Retirement Forecaster will help you sell value-added products with great commissions and renewals. And best of all, the system leverages a referral systems that painlessly leads you to more prospects.