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Platinum Package

Pricing: $0 set up fee; $625.00 quarterly fee

Platinum is a comprehensive/high-level and mid-level planning package that includes the following modules:

• Cash Flow Consultant (CFC) 
• Comprehensive Planning
• Education Advisor
• Financial Statements Advisor
• Stock Options Advisor
• Accumulation
• Asset Allocator
• Debt Management
• Education Funding
• Income Tax
• Long Term Care
• Retirement (Accumulation)
• Multi-Issue
• Asset Allocator Foundations
• Education Foundations
• Survivor Foundations
• AllocationMaster 
• Estate Advisor
• Retirement Advisor
• Multi-Issue Advisor
• At Retirement
• Concept Profiler
• Disability
• Estate Preservation
• Financial Statements
• IRA Analyzer
• Lump Sum Pension
• Survivor
• RISE
• At Retirement Foundations
• Retirement Foundations