WealthProbe Summarized
WealthProbe provides an accurate and affordable way to explore your retirement goals and progress for estates of any size. Spend less time and money to examine the results of your unique retirement plans using WealthProbe.
WealthProbe handles all situations for both Traditional and Roth IRAs, either inherited or belonging to the original owner. We have incorporated the changes contained in the recent SECURE acts. See our Feature Summary for a general listing WealthProbe's capabilities.
If you have additional questions, see our FAQs or
Contact Us.
Easy and Powerful Personal Financial Software
Fee-based advisors focus on portfolio construction and general rules of thumb as the basis for retirement analysis. WealthProbe offers a complementary approach by analyzing your unique situation using in-home software focused on goal-based planning. By examining both your current and planned investment and spending patterns you will discover how you are doing right now. You wouldn't plan a trip without knowing your starting point. Don't wait any longer! Discover your starting point for your retirement plan today!
Setup Software
Easily download the latest version of WealthProbe to your computing device at your convenience using the link on your purchase confirmation. Installation is a breeze! Install updates for free for the duration of your license.
Easy to Use
User-friendly interface for data entry. Internal data verification guards against inadvertent or mistaken data entry. In-code Help section at your finger tips to assist preparation for each section, answer frequently asked questions, and offer a glossary of phrases and terms. Optional additional help buttons answer questions right on the screen where you would ask them.
What-if Analysis
You can change inputs in previously completed sections, enabling you to see how these changes will affect your final results so you can optimize your plan!
WealthProbe Delivers
The flexibility to create and monitor your unique retirement plan! Results include: a complete summary of all your assets, key assumptions, graphical summaries of your current asset allocations, and month-by-month graphical summaries of your total wealth, and your cash flow activity. Cash is monitored on a monthly basis to ensure you can pay the bills. If you run out of cash, you will decide which non-liquid assets you need to convert to cash and when. A summary of your asset liquidations is then provided as part of your results for future planning.
