FreshPlan robust retirement planners allow Advisors to walk their clients through various scenarios to help them plan and save for the future. Create an enhanced client and spouse/partner retirement plan with powerful calculators that consider income needs, investments, income in retirement. Results are illustrated visually with the ability to drill down into accumulation and distribution tables.
Retirement Calculators include:
- Retirement Planner
- Investment Withdrawals
- Capital Required
- Will the Money Last?
- Taking CPP Early or Late?
- Commuted Pension
- CPP & OAS Benefit Amounts
- OAS Clawback
- Inflation & Retirement Income
- RRIF Payment
- LIF Payment
- RRSP Limit
- TFSA Limit
- RRSP vs TFSA
- Tale of Two RRSPs
- RRSP Withdrawals
- RRSP Withholding Taxes
Investment Draw Down
The Retirement Planner illustrates investment growth and draw downs in four categories including: Non-Registered, TFSA, RRSP and Money Purchase Plan.
In addition to the Accumulation and Distribution tables in the Retirement Planner, drill down to up to twenty supporting tables to illustrate details of investment growth and withdrawals. Each table can be included in the Retirement report, depending on your needs.
Creating Templates give you a quick-start of the calculators you use most in given situations to create financial plans and reports.
Modular Financial Planning
Use only the calculations relevant to each clients’ situation. FreshPlan is powerful enough to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.
Integrate any number of calculators with financial infographics to create visual, personalized reports that client will understand. All reports are personalized with advisor name, logo and contact information.
Calculate. Educate. Plan.
Easily calculate, explain and reinforce complex financial concepts.
FreshPlan combines 75 calculators with a growing number of powerful financial infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool. FreshPlan calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.