Broker Check

Financial Planning Tools

July 12, 2023

This blog is to update you on the use of 2 financial tools that we use for our clients.


The first is Asset Map which we have been using for about 2 -3 years. There have been some updates to the Asset Map and we will revisit all clients to use the improvements, especially regarding beneficiaries and updated account holdings.


The second tool is a new software program called Income Lab. It is a Dynamic Retirement Income Planning program that utilizes total risk-based guardrails to help clients feel more secure about retirement income and how they may adjust to stay on track. It also uses a tax-smart distribution planning feature to analyze how to source portfolio withdrawals and optimize taxes. This is accomplished on a one-page interactive visualization of a client’s financial life called Life Hub.


You will see more activity and use of these planning tools in the near future.


We look forward to reviewing your specific situation with our new and enhanced tools.



Stephen Moss is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA/SIPC.  Advisory Services are offered through Pegasus Financial Group.  Pegasus Financial Group and United Planners are not affiliated.

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