The Keys to Unlocking Your Financial Future
- BUILD your financial plan with planning software
- TEST your portfolio using multi-factored simulations
- REVIEW your probability of reaching retirement success
Tools to Build Your Best Retirement
We combine industry-leading financial planning technology with the insights of CFP® Professionals who specialize in retirement planning.
- Interactive Retirement Planner
- All Your Accounts Sync in One Place
- Probability of Retirement Success Score
- Efficient Tax Distribution Strategies
- Insurance Needs Analysis
- Social Security Optimization
- Asset Allocation Breakdown
- Estate Planning Flow Chart
- Retirement Income and Budgeting Tools
Test the Way You Invest
Stress-test your investment portfolio to determine how it could be affected by changes in several factors:
- Drop in the Equity Markets
- Social Security Reduction
- Rise in Inflation
- Increased Tax Expense
- Longer Life Expectancy
- Higher Health Care Cost
Customized Insights from Retirement Planners
Once completed, our team of CFP® Professionals will contact you if we find opportunities to add value.
Retirement Plan Checklist
Have you checked all the boxes in your retirement plan? Download our Checklist to find out.
Who is Modern Wealth Management?
In 1996, Dean Barber founded Modern Wealth Management with the goal to provide essential education for people to live their one best financial life. Our integrated wealth management services include investment, tax, estate planning, and risk management. Learn more about us and our proprietary approach to retirement planning, here.