ComplImentary Financial Game Plan

1. Maximize My Social Security
Find the best strategy to maximize lifetime benefits
Making correct decisions can mean tens of thousands in extra retirement dollars
Our state-of-the-art software helps you choose the right benefits at the right time
Developed by Laurence Kotlikoff, Boston University Professor of Economics

2. 27 Point Financial Game Plan
We work with our clients to incorporate client data into our celebrated protection, growth and savings diagram. It's made up of 27 individual points, letting both clients and advisors see the entire financial life at a glance, making coordination and wealth management a straightforward, uncomplicated process.

3. OnPoint Risk Analyzer
OnPointe’s innovative software is a highly intelligent, market-calibrated risk analysis formula that simplifies the complex issues of risk analysis to help advisors understand their clients’ preferences and provide recommendations unique to their goals