Reports & Tools
Color of Money Risk Analysis (COMRA)
As a client, you’ll have access to Generational Vault, a secure online portal where you can upload, organize, and access your financial and personal documents anytime. The platform provides a clear snapshot of your overall financial picture, including account summaries, asset details, reports, and charts—all in one place. You can track investment progress, manage income and expenses, and review past decisions as your plan evolves. Generational Vault also helps keep important documents organized and accessible for your beneficiaries when they need them
Retirement Reports
We use reports and planning tools to help you clearly see your financial picture and understand how different decisions may impact your future. These tools allow us to track progress, model scenarios, and adjust your plan as life changes
Social Security Maximization
The Social Security Maximization
Report analyzes possible filing
strategies, examines multiple
opportunities, and helps determine
an optimal solution. It provides a
retirement roadmap with dates and
instructions to help optimize your
Social Security income.
VIEW SAMPLE REPORT
Retirement Compass
The Retirement Compass helps you
chart your income planning
destination. The report integrates
multiple sources of income
(including Social Security, pension
and rental income) along with
strategies to generate income from
assets to help fulfill your goals
throughout retirement.
VIEW SAMPLE REPORT
Financial Overview
The Financial Overview report is used
to summarize your asset information,
income sources, and goals. This
report serves as a baseline to build
many of the other reports offered.
VIEW SAMPLE REPORT
Morningstar Report
Morningstar, one of the largest
third-party rating agencies in the
country, offers an unbiased analysis of
your current investments.
VIEW SAMPLE REPORT
Custom Annuity Policy Review
The Custom Annuity Policy Review
looks at your current annuity to see if
it still meets your needs, or if there is
something that might be a better fit.
VIEW SAMPLE REPORT
Custom Life Policy Review
The Custom Life Policy Review
analyzes your current life insurance
policy and helps determine if there
may be a more suitable strategy
available, and if so, provides possible
options.
VIEW SAMPLE REPORT
Portfolio Analysis Review
Through our partnership with
Gradient Investments, LLC, the
proprietary Portfolio Analysis Review
(PAR) process gives you a detailed
breakdown and written analysis of
your investment portfolio. The PAR
process uses numerous tools to assess
your investments and help you
understand the possible risks and
rewards of your current financial
situation.
VIEW SAMPLE REPORT
Action Plan
The Action Plan is a tool used to
display your current accounts and can
be used as a resource to provide
additional feedback based on your risk
tolerance.
VIEW SAMPLE REPORT