- Performance Report - View performance for each account and/or your entire household.
- Performance Report - For clients in the withdrawal phase and utilizing our "bucket" approach. This report also breaks down your returns on your short term, mid term, and long term investments.
- Financial Plan - Are you on track to meet your goals?
- Social Security Analysis - After reviewing all the possible strategies side by side, this customized report gives the client the recommended strategy with precise information on what to file and when.
- Monthly Statement - Sent to the client from their custodian (Schwab, TD Ameritrade, etc.)