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NaviPlan® Precision Planning Calculators
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers you to tailor every planning strategy from simple goal-based assessments to advanced cash flow planning analysis. Generate a custom report, and email it to us to start customizing your plan today!
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Estate Planning Tools
There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Try the Will Planning Workbook and Will Planning Checklist below.
The calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.