Advisor-Grade Reports
Accessible to Everyone
Since 2013, Advisor Forever has delivered the same professional statements trusted by CPAs and wealth firms—without the gatekeeping.
Advisor Forever by the Numbers
What We Do
We generate professional-grade Personal Financial Statements, Estate Planning Analysis, and Income Planning Analysis reports. The same reports advisors create - just way more affordable and accessible.
We democratize access to professional-grade financial tools that were historically gatekept by high-cost advisory firms. Everyone deserves the same caliber of analysis regardless of their wealth tier, and we deliver exactly that.
We create value for financial advisors, CPAs, and institutions by providing reliable, time-tested software that enhances their client service capabilities. Our platform maintains professional standards while reducing costs and improving efficiency.
We maintain the same rigorous standards and reporting accuracy that banks, lenders, and wealth management firms require. Our reports are accepted and trusted across the financial industry because they meet the highest professional benchmarks.
Transparent Pricing, Professional Results
Get started with three professional financial reports for a one-time setup fee, then maintain access with an affordable annual subscription.
Initial sign-up fee for first-year access
Renewal fee for continued access and updates
What You Get
Bank-ready statements for lenders, investors, and advisors
Reports available immediately after completion
Clear, upfront pricing with no surprises
Full control over your subscription
Built by Financial Experts
Advisor Forever was founded by industry professionals who understand the complexities of financial planning and the need for accessible, comprehensive solutions.
Roger Rekate
Founder & Lead Developer
Roger brings extensive experience in financial technology and a passion for making complex financial concepts accessible to everyone. With a background in both finance and technology, he recognized the need for a comprehensive platform that combines sophisticated analysis with user-friendly design.
"My goal is to create a platform that gives everyone the tools they need to make confident financial decisions, regardless of their background or experience level."
- Roger Rekate
Our Trusted Partners
Find Your True Net Worth Today
You might be worth more than you think.
Get your three professional financial reports for just $24.99 to discover your real net worth, estate tax exposure, and retirement outlook.
Our users have discovered millions in hidden value through accurate financial statements. Get your complete financial picture and see where you really stand.
"The Advisor Forever software is a financial tool to utilize no matter who your Advisor may be."