Asset
Allocation
Give your
client an interactive questionnaire that will analyze his
or her risk tolerance level and suggest an appropriate mix
of short-term, income and growth investments.
Retirement
Planning
Determine
the additional savings your client will need for retirement
based on client age, current savings, SSB and an expected
rate of inflation. Review the results with vivid charts and
detailed schedules to reinforce the need to start saving now.
College
Planning
Consider
the costs of paying for a college education in light of the
child’s age, college type, and expected rate of inflation.
Prepare a payment schedule for meeting the college cost by
the matriculation date.
Future
Goals
Calculate
the financial contribution needed to pay for a wedding, business
start-up, or any other client goal.
Fund
Analyzer
Search
through a database of your company’s funds based on select
criteria. View detailed performance charts for each fund as
well as other fund information online.
Please
contact a Breck Media representative for a current fee schedule
at support@breckmedia.com
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