Financial Plan Samples

Tax Wealth Network's advisors of Clear View Wealth Advisors LLC / Boston Tax Planners offer a range of analysis and reports used to support recommendations for clients.

-- Reports available with the RetireRight Retirement Checkup denoted by RC. Reports available with the WealthCare Signature Review (Gold) denoted by SG. Reports available with the WealthCare Signature Retirement (generally recommended if in retirement or within five years) denoted by SR. Reports available with the WealthCare Check-Up denoted by CU. The WealthCare Signature Platinum (SP) program includes advisor-directed investment management and tax preparation.

Reports marked as "available" may be chosen as part of the single-topic, limited-scope Bronze plan module. In some cases a separate fee may apply.

Retirement Plan Analysis Samples:

Report	Bronze (single topic)	Check-Up (CU)	Retirement Check-Up (RC)	Signature Review -Gold (SG)	Signature Retirement (SR)	Signature Platinum (SP)
CLICK HERE for Sample FPAlpha Check-Up Report		X	X	X	X	X
CLICK HERE for Sample Portfolio Lab Analysis	Available	X	X	X	X	X
CLICK HERE for Sample Asset Map/Risk Profile Report	Available	X	X	X	X	X
CLICK HERE for Sample Retirement Income Security Evaluation (RISE) Score Report	Available		X		X	X
CLICK HERE for Sample Social Security Claiming Analysis Report	Available		X	X	X	X
CLICK HERE for Sample WealthCare Retirement Review/Dynamic Stress Test			X	X	X	X
CLICK HERE for Sample WealthCare Retirement Summary Report			X		X	X
CLICK HERE for Sample WealthCare Summary Dashboard Report		X	X	X	X	X
CLICK HERE for Sample Portfolio Withdrawal Rate Analysis	Available				X	X
CLICK Here for Sample Recommended Retirement Spending Analysis					X	X

WealthCare Check-Up Sample:

Report	Bronze (single topic)	Check-Up (CU)	Retirement Check-Up (RC)	Signature Review Gold (SG)	Signature Retirement (SR)	Signature Platinum (SP)
CLICK HERE for Sample FPA Comprehensive Check-Up Review Report		X	X	X	X	X

WealthCare Estate Check-Up Sample:

Report	Bronze (single topic)	Check-Up (CU)	Retirement Check-Up (RC)	Signature Review Gold (SG)	Signature Retirement (SR)	Signature Platinum (SP)
CLICK HERE for Sample FPA Estate Plan Snapshot			X	X	X	X
CLICK HERE for Summary Estate Plan Analysis			X	X	X	X

Tax Planning including Tax Deferral and Roth Conversion Samples:

Report	Bronze (single topic)	Check-Up (CU)	Retirement Check-Up (RC)	Signature Review Gold (SG)	Signature Retirement (SR)	Signature Platinum (SP)
CLICK HERE for Sample Tax Deferral Options Analysis Sample Report	Available		X	X	X	X
CLICK HERE for Sample Tax Scenario Analysis with Roth Conversion	Available		X	X	X	X
CLICK HERE for Sample Projected Tax Report Analysis	Available	X	X	X (multi-year)	X (multi-year)	X (multi-year)
CLICK HERE for Sample FPA Tax Planning Check-In	Available	X	X	X	X	X

Portfolio Lab and Investment Analysis Samples:

Report	Bronze (single topic)	Check-Up (CU)	Retirement Check-Up (RC)	Signature Review Gold (SG)	Signature Retirement (SR)	Signature Platinum (SP)
CLICK HERE for Sample Portfolio Lab Analysis	Available		X	X	X	X
CLICK HERE for Sample Risk Number and Allocation Map	Available	X	X	X	X	X
CLICK HERE for Summary Investment Review	Available		X	X	X	X

Insurance Needs Analysis Sample:

Report	Bronze (single topic)	Check-Up (CU)	Retirement Check-Up (RC)	Signature Review - Gold (SG)	Signature Retirement (SR)	Signature Platinum (SP)
CLICK HERE for Sample Insurance Needs Analysis	Available			X	X	X

Reports for special projects or single-topic areas: