Technology for Better Financial Planning and Products
Our Portfolio
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Our current product offering features a cutting-edge lifespan and healthspan estimation tool available at Click Here. This innovative calculator serves as the foundation of our distinctive financial planning process, guiding crucial decisions around your financial future, including retirement income strategies, investment planning, and risk management.​​
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Timing for Social Security Income Claiming: Determine the optimal age to start receiving benefits to maximize your lifetime income.
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Appropriate Portfolio Risk Level: Assess your risk tolerance to create a balanced investment strategy that aligns with your goals.
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Incorporating Financial Products: Identify the right financial products that will best serve your unique needs and objectives.
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Expected Income Levels: Estimate the income you can anticipate throughout retirement to ensure your financial security.
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Tax Minimization Strategies: Structure your assets and accounts effectively to minimize tax liabilities and enhance your wealth.
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Healthcare Expense Preparation: Plan for potential healthcare costs, ensuring you’re ready for any unexpected expenses.
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Face age is a good indicator of longevity. If your face age is younger than your biological age, you are likely to live longer than the average person your age.
Exciting New Product Launch in 2025: Enhanced Lifespan and Healthspan Estimation Tool!
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Wealthspan Financial Partners (WFP) is thrilled to announce the upcoming release of an innovative new product in 2025, designed to elevate our existing lifespan and healthspan estimation tool. This advanced offering will integrate facial analytics and spousal comparisons to provide a more comprehensive planning experience.
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Key Features of the New Tool:
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Facial Analytics Integration: Clients can now submit a selfie to enhance the accuracy of their lifespan and healthspan assessments.
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Individual Assessments for Spouses: Lifespan and healthspan will be determined for each spouse, ensuring personalized insights.
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Spousal Comparison Analysis: This feature is crucial for lifespan planning, emphasizing the potential extended period a surviving spouse may face alone. While this may add some complexity, it ultimately leads to more informed and prepared planning for both partners.
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Informed Financial Guidance: Advisors will have access to additional information that helps educate clients on how Social Security and other income sources may be affected by the death of a spouse.
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Customized Planning Solutions: With insights from the spousal comparison, advisors can tailor plans to ensure the income needs of the surviving spouse are effectively addressed.
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Healthcare Preparedness: Spouses will gain a clearer understanding of the need to prepare for potential healthcare responsibilities and expenses.
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This upcoming tool aims to empower clients with the knowledge and resources necessary to navigate the complexities of retirement planning, ensuring they are better equipped for the future.
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Stay tuned for more updates as we approach the launch of this exciting new resource in 2025!
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Wealthspan Score™: A Holistic Approach to Retirement Planning Coming in 2025!
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We are thrilled to introduce our latest project, Wealthspan Score™, a comprehensive planning solution that integrates lifespan and healthspan assessments. This innovative technology is designed to help clients evaluate and quantify their preparedness for retirement.
By inputting key data from advisors, we can calculate a client's current Wealthspan Score™ based on their financial accounts and overall situation. This initial assessment will serve as a foundation for personalized recommendations.
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Once we have a clear understanding of a client’s current status, advisors can suggest targeted adjustments across various categories analyzed by our technology. These changes can significantly enhance the client’s overall Wealthspan Score™.
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The goal of Wealthspan Score™ is to empower clients with knowledge about their retirement readiness while providing advisors with an effective tool to illustrate how even minor adjustments can lead to a more successful retirement outcome.
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Stay tuned for more updates as we prepare to launch this exciting new resource in 2025!