TriSolaris Planner℠

TriSolaris Planner℠

TriSolaris

Planner℠

Untitled Plan

User Data

Setup Inputs Spending Holdings Asset Allocation Other Debt Goals Rental Properties Education 529 Fixed Income

Overview

Executive Dashboard Play Zone Report Scenarios Full Projection

Wealth & Cash Flow

Net Worth Income Cash Flow

Tax & Roth

Tax Roth Conversion

Employer Stock

STOCK Concentration

Income Strategy

Social Security Deferred Comp

Risk

Spending Guardrails Monte Carlo Stress Test Historical Backtest Sensitivity Analysis

Optimize

Earliest Retirement Age Social Security Claiming Age Withdrawal Order Roth Conversion

Legacy

Account

Account Upgrade

TriSolaris Planner℠ is self-directed financial-planning software. It is not a financial advisor and does not provide investment, tax, or legal advice. Projections are illustrative and not guarantees of future results.