*New* Financial Planning Software Access

We are excited to announce a new update on our website! This update allows all users to register and access educational-based financial planning software. Two different programs are available, which include a Retirement Analyzer and Financial Optimizer.

Retirement Analyzer: This financial software is helpful to provide users with an overview of their financial picture. Important topics such as income planning, investment management, and many more are covered! This program is not intended to replace a skilled financial planner, but merely provide a basic overview of a few financial concepts.

Financial Optimizer: This feature is ideal for younger adults looking to generate a simple outline of their financial picture. Take advantage of your youth and learn how to maximize the potential of every dollar you earn. This program is not intended to replace a skilled financial planner, but merely provide a basic overview of a few financial concepts.

This service can be accessed on our website under the Resources tab as shown in the picture below.

This educational tool is simply meant to provide a basic overview of a user’s financial situation and to assist participants in gaining a deeper understanding of a variety of topics in personal finance through interactive functions. Many pertinent details are not included in the software, and it is not recommended to execute any financial decisions based on a hypothetical scenario generated from a surface-level planning application.

With this in mind, we would encourage any of our clients to utilize the software to increase their financial know-how and to recommend the service to friends and family who may stand to benefit as well.

This Monday is Memorial Day and we would like to take this opportunity to thank all of our service members who have made the ultimate sacrifice for the betterment of our country. May God continue to bless us all and guide us to hold fast to the values which have made us a shining example in the past.

In your service,

 

The McIlrath & Eck Team