WealthProbe Summarized
WealthProbe provides an accurate and affordable way to explore your retirement goals and progress for estates of any size. It is especially helpful for those who don’t want to pay for a financial advisor, or those who want a second opinion. 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 an alternative 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.
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 to guard against inadvertent or mistaken data entry. In-code Help section to assist your preparation for each section, answers frequently asked questions, and offers a glossary of phrases and terms. Each WealthProbe section also contains optional additional help buttons to answer questions as they arise.
What-if Analysis
Allows you to change inputs in previously completed sections, enabling you to see how these changes will affect your final results.
WealthProbe Delivers
The ability to create and monitor your retirement plan. Results include: a complete summary of all your data inputs and key assumptions, your current net worth and a graphical summary of your current asset allocations, a graphical analysis of your cash flow activity to include which non-liquid assets you will need to convert to cash and when, a detailed graph of your net worth as a function of time, and more.
