Accumulation
The Accumulation module is a tool that advisors can use to help clients define and evaluate their accumulation goals. Based on the future cost of each goal and the financial resources available, the analysis can create a plan for clients to understand what is needed to achieve their goals.
Module Target User – Advisors, Clients
Completion Time – 10 to 15 minutes
This module:
- Evaluates any number of accumulation goals
- Defines the future cost of accumulation goals
- Calculates the percentage of each goal that is currently funded
- Estimates the funding required to accomplish each goal
- Illustrates the impact of inflation and tax risk on each goal