Financial toolbox

Trailblazing tools for the elite advisor

OVERCOME SALES BARRIERS

As part of our Financial Toolbox, Peak Pro Financial's proprietary Advanced Retirement Income Analyzer (ARIA) is one of the key differentiators separating our firm from all the others crowding the market.

ARIA gives you a quick and easy way to compare alternative planning strategies to traditional retirement products. In addition to uncovering more growth, income and tax savings potential, ARIA offers a very unique stress-testing feature, so you're able to see how the strategy stacks up in multiple scenarios.

ARIA leverages varying index returns to show how an alternative solution can reduce volatility within accounts designed to grow retirement savings. ARIA provides straightforward comparisons of retirement income flows from different funding vehicles. It also includes a longevity comparison with the same benefit from all sources.

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Industry Leading Calculators

Industry-leading calculators

Powerful Comparison Reports

Powerful comparison reports

Breakthrough stress-testing capabilities

Breakthrough stress-testing capabilities

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One of the biggest challenges I had before working with Peak Pro Financial was getting backtests of illustrations, providing more accurate forward-looking views of income and growth projections. The firm does a great job backtesting and looking at positive arbitrage over the last two to three decades. This is important to my clients and me.

Dave In Office Rounded
Dave N, RICP®California

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