TIP$TER PRO's Professional Reports
Do you use Money Guide Pro*, FinanceWare*, or some other financial planning software suite to simulate your clients' portfolios? Do you ever print out their reports and hand them to your clients? A report like this, for example?
What good does a report like that do for your clients? Does it empower them to make a meaningful asset allocation decision? Do the colorful charts do a very good job of illustrating the risks and rewards of different asset allocations in realistic how-will-it-affect-me-in-retirement metrics that a normal person can understand?
Do the right thing. Empower your clients...with TIP$TER's Reports
Give your clients a report with meaningful information. One that is based on your, or your client's, intelligently-thought-out forward-looking return expectations. One that simulates equity volatility and spending behavior realistically. One that focuses on the lifetime retirement budgets supported during different trials of a simulation. One that compares the distribution of simulated retirement budgets with a sustainable risk-free retirement budget. And finally, one that shows how the distribution of simulated outcomes varies with asset allocation (TIP$TER's Asset Allocation Risk/Reward Spectrum ChartTM).
Give your clients a report that empowers them to choose an asset allocation with realistic how-will-it-affect-me-in-retirement metrics of risk and reward. Only program does this competently: TIP$TER PRO.
The menu to the right provides samples of three of TIP$TER PRO's 12-page professional reports, all based upon the same three scenarios illustrated in the TIP$TER User Guide. Like the others, TIP$TER PRO's reports are sharp and graphically rich. But unlike the competition's reports, TIP$TER PRO's reports provide meaningful simulation information.
Live Smart and Prosper!
*Money Guide Pro is a trademark of PIETech of Powhatan, Virginia, with whom Prospercuity claims no association, affiliation, connection, or sponsorship
Financeware is a trademark of Financeware, Inc., of Richmond, Virginia, with whom Prospercuity claims no association, affiliation, connection, or sponsorship