All posts by gowealthproblogadmin

Retirement Income Journal: GoWealthPro’s Sustainable Retirement Income Planner

January 4, 2012Goals Based Planning, Retiree Healthcare Plan, Retirement Income Plangowealthproblogadmin

GoWealthPro offers a number of innovative products for planners and individuals. The Personal Financial Index® (PFI module) is essentially an interactive client questionnaire with some basic calculation capabilities built in. It calculates a score designed to be a single numerical estimate of the client or prospect’s overall financial health, in much the same way that a FICO score is meant to represent a person’s creditworthiness. The SRIP leverages the information collected when compiling the PFI score to arrive at a Retirement Income Schedule …

By Joel Bruckenstein
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GoWealthPro’s Dinesh Sharma presents at NAPFA Conference

November 17, 2011Uncategorizedgowealthproblogadmin

GoWealthPro’s Dinesh Sharma presented at the NAPFA conference in Dallas on the role of technology for education based client acquisition. He also shared GoWealthPro’s research across different demographics.

Investment News: Tool helps advisers determine health costs for clients

September 25, 2011Cash Flow Based Financial Plan, Retiree Healthcare Plangowealthproblogadmin

Financial planning applications come in two flavors, goal-based or cash-flow-based, and neither type does a very good job of equipping advisers with ways to estimate insurance or health care costs for their clients …

By Davis Janowski
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GoWealthPro Launches The Retirement Planner

August 18, 2011Asset Allocation, Retirement Accumulationgowealthproblogadmin

GoWealthPro’s new Retirement Planner enables financial advisors to create comprehensive, personalized retirement plans in minutes via collaborative, efficient, and affordable process. Click here to download the full release.

Financial Advisor Magazine: MARKET IN THE MIDDLE

August 8, 2011Financial Planninggowealthproblogadmin

GoWealthPro uses a couple of key tools to try and help financial advisors serve less-affluent clients.
By Joel P. Bruckenstein
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GoWealthPro Announces The Retiree Healthcare Planner

May 26, 2011Retiree Healthcare Plangowealthproblogadmin

On-line retiree healthcare planner estimates the personalized utilization of healthcare services and healthcare expenses for the entire duration of retirement. Click here to download the full release.

Investment News: Measuring a client’s financial health

March 6, 2011Financial Planninggowealthproblogadmin

GoWealthPro develops index intended to shed light on fiscal well-being.
By Deborah Nason
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GoWealthPro Launches Personal Financial Index®

October 13, 2010Financial Planninggowealthproblogadmin

On-line financial modeler shows individuals how well they are managing their finances. Click here to download the full release.

Advisor Perspectives: The Perfect Storm: Threat or Opportunity

October 12, 2010Financial Planninggowealthproblogadmin

Financial turmoil of our lifetime, a massive wave of baby-boomers sliding into retirement, and Dodd-Frank Law converge into an opportunity for some and threat for others. Click here to download the full story.

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