White Labeled Client Portal
Realistic Stress Testing
Lead Generation Tool
“We need to recognize that in planning our clients' future, we're dealing with ambiguity, not risk…The bottom line for investors today is being less concerned with the probability of success and more concerned with the consequences of failure. And the bottom line for brokers, reps and other financial advisors is finding ways to model portfolios realistically.”
- Harold Evensky, CFP, AIF
Fortune Telling vs Retirement PlanningIf you want predictions, see a fortune teller. If you want realistic retirement stress testing, use Nest Egg Guru.