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Answer life’s big ‘What If?’ questions with certainty.
Give your financial future the support it deserves with LifeLens’ state-of-the-art financial software and modeling expertise.
Flexible software, on-demand expertise.
This highly adaptable tool factors in every aspect of your financial present and future to provide a comprehensive lifetime financial plan—completely unique to you. With LifeLens, you’re never alone: you’ll always have decades of modeling expertise at your fingertips through live chat, a library of video tutorials, and more than 50 ‘further assistance’ buttons throughout our financial planning tool that provide context, education and guidance along the way.
5 easy steps to financial peace of mind.
Formulate your future.
RETIREMENT ACCOUNT NET WORTH CASH FLOW CHARITABLE GIVING TAXABLE INCOME INCOME TAXES NET INCOME ESTATE PLANNING PERSONAL EXPENSES LIABILITIES INVESTMENTS APPRECIATION REAL ESTATE ITEMIZED DEDUCTIONS CHARITABLE TAX DEDUCTIONS EARNED INCOME CAPITAL GAINS LIFE INSURANCE INHERITANCE CASH SAVINGS HEALTH SAVINGS