Financial Plan Samples
Tax Wealth Network's advisors of Clear View Wealth Advisors LLC / Boston Tax Planners offer a range of analysis and reports used to support recommendations for clients.
Retirement Plan Analysis Samples:
CLICK HERE for Sample FPAlpha Check-Up Report (SRP/RC/CU)
CLICK HERE for Sample Portfolio Lab Analysis (SRP/RC/CU)
CLICK HERE for Sample Asset Map/Risk Profile Report (SRP/RC)
CLICK HERE for Sample Retirement Income Security Evaluation (RISE) Score Report (SRP)
CLICK HERE for Sample Social Security Claiming Analysis Report (SRP/RC)
CLICK HERE for Sample WealthCare Retirement Review/Dynamic Stress Test (SRP/RC)
CLICK HERE for Sample WealthCare Retirement Summary Report (SRP/RC)
CLICK HERE for Sample WealthCare Summary Dashboard Report (SRP/RC/CU)
CLICK HERE for Sample Portfolio Withdrawal Rate Analysis (SRP)
CLICK Here for Sample Recommended Retirement Spending Analysis (SRP)
-- These reports are available as part of the WealthCare Signature Retirement Planning Program (SRP). Reports available with the RetireRight Retirement Checkup denoted by RC. Reports available with the WealthCare Signature Review denoted by SR. Reports available with the WealthCare Check-Up denoted by CU.
WealthCare Check-Up Sample:
CLICK HERE for Sample FPA Comprehensive Check-Up Review Report (SRP/RC/SR/CU)
WealthCare Estate Check-Up Sample:
CLICK HERE for Sample FPA Estate Plan Snapshot (SRP/SR)
CLICK HERE for Summary Estate Plan Analysis (SRP/RC/SR)
Tax Planning including Tax Deferral and Roth Conversion Samples:
CLICK HERE for Sample Tax Deferral Options Analysis Sample Report (SRP/RC/SR)
CLICK HERE for Sample Tax Scenario Analysis with Roth Conversion (SRP/RC/SR)
CLICK HERE for Sample Projected Tax Report Analysis (SRP/RC/SR/CU)
CLICK HERE for Sample FPA Tax Planning Check-In (SRP/RC/SR/CU)
Portfolio Lab and Investment Analysis Samples:
CLICK HERE for Sample Portfolio Lab Analysis (SRP/RC/SR/CU)
CLICK HERE for Sample Risk Number and Allocation Map (SRP/RC/SR)
CLICK HERE for Summary Investment Review (SRP/RC/SR)
Insurance Needs Analysis Sample:
CLICK HERE for Sample Insurance Needs Analysis (SRP/SR)
Divorce Planning:
CLICK HERE for Sample Divorce Plan
CLICK HERE for Sample Asset Charting Worksheet
CLICK HERE for Sample Divorce Priorities Worksheet
CLICK HERE for Sample Expense/Budget Comparison Worksheet
Education and College Funding Samples:
CLICK HERE for Sample Financial Aid Strategy Report (SR)
CLICK HERE for Sample College Plan (SR)
Mortgage and Real Estate Analysis Samples:
CLICK HERE for Home Purchase Affordability Calculator
CLICK HERE for Commercial Real Estate Analysis
CLICK HERE for Rental Cash Flow Calculator
General Financial Planning/Limited-Scope Plans:
CLICK HERE for Summary Dashboard/Plan Progress Report
CLICK HERE for Summary Balance Sheet Report
CLICK HERE for Summary Liquidity Analysis Report
