Wealthy and Wise | Sample Case

Wealthy and Wise Analysis

The financial services industry is concentrating on asset protection and cash flow planning because most people are more concerned with running out of money than any other financial issue. Real wealth involves sustainable cash flow, and we believe there is no better tool for analyzing this than a Wealthy and Wise evaluation. In order to recognize this, Wealthy and Wise has a critically important feature regarding the prioritization of liquid assets when calculating sources of cash flow.

The key to this feature involves the use of the following selection located on the “Prioritize the Use of Assets” sub-tab under the “Illustration Details” tab in Wealthy and Wise:

This selection automatically chooses the most efficient order of liquid assets to produce the needed cash flow while maximizing long-range Net Worth which inevitably maximizes Wealth to Heirs as well.

Sample Case: View a comprehensive report on this important subject.

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