Advisor Toolkit

Three tools.
Real clarity.

See where your retirement strategy stands — stress-test your portfolio, compare your options, and model real-world risk. No account needed.

Please Note: These interactive tools provide rough, hypothetical estimates designed for general educational purposes only. They rely on simplified assumptions and do not constitute personal financial advice. To get accurate, detailed numbers based on your specific contracts, fees, and tax situation, please schedule a face-to-face analysis with Mark.
Tool 01

Retirement Checkup

How resilient is your retirement strategy?

An interactive self-assessment that models your retirement portfolio under three scenarios — optimistic, moderate, and stress with a long-term care event. Adjust sliders and see exactly how your plan holds up.

Capabilities
  • Live portfolio projection chart (to age 95)
  • Three-scenario stress testing (including LTC event)
  • Real-time Retirement Readiness Score
  • Income gap and depletion analysis
  • No account required — instant results
Start Your Free Checkup
Tool 02

Safe Money Stress Test

Do you have bonds in your portfolio?

See how your current bonds compare to other safe assets like CDs and principal-protected growth strategies. Use our interactive stress-test to model 15-year trajectories through market crashes, inflation, and rate changes to find out if your "safe money" is actually safe.

Capabilities
  • 15-year portfolio trajectory timelines
  • Interactive market crash & interest rate stress tests
  • Visual risk trade-off matrix
  • Personalized portfolio allocation insights
  • Objective, math-based comparisons
Compare Your Assets
Tool 03

Healthcare & Legacy Simulator

Will a health event derail your spouse's retirement?

See exactly how an extended healthcare need impacts the surviving spouse's income and your family's inheritance. Use our interactive slider to test different care durations and discover how basic protection preserves your legacy.

Capabilities
  • Interactive health event modeling
  • Surviving spouse income analysis
  • Family inheritance & legacy projection
  • Asset-based protection vs self-funding
  • Clear, emotional-math visualization
Test Your Legacy Plan
How they work together

From curiosity to clarity in three steps.

01

Check Your Readiness

Use the Retirement Checkup to see how your portfolio performs under optimistic, moderate, and stress scenarios — including a long-term care event.

02

Compare Your Options

Run the Bond vs. Annuity tool to see whether your current products are still the right fit — or if bonds, repositioning, or an upgrade could do better.

03

Stress-Test for Care

Use the LTC Stress Test to model exactly what a 3-year care event would do to your assets, income, and legacy. Then talk to Mark about protecting the gap.

Ready to see where you stand?

Start with the free Retirement Checkup. No account needed — results in 60 seconds.

Start Free Checkup (614) 214-6668