Get Set-up for Success
Learn about the three professional reports included with Advisor Forever and how to interpret them for sharper financial decisions.
Your Three Reports Explained
Each report serves a specific purpose in understanding your complete financial picture
Your complete net worth in one document - all assets, liabilities, and what you're really worth.
What You'll Understand:
- How to accurately list your assets
- Understanding liabilities and debt
- Calculating your true net worth
- Why many people underestimate their wealth
See what happens to your wealth when you're gone - estate taxes, transfers, and protection strategies.
What You'll Understand:
- Estimated estate tax exemption limits
- Calculating potential estate tax exposure
- Understanding wealth transfer basics
- When to talk to an estate attorney
Retirement income projections based on your actual financial situation and planned income sources.
What You'll Understand:
- Projecting Social Security income
- Calculating retirement account withdrawals
- Understanding income needs in retirement
- Identifying income gaps early
Why Financial Statements Matter
Most people have no idea what they're actually worth. Assets are scattered across accounts, real estate values aren't current, and liabilities are tracked inconsistently.
Professional financial statements bring clarity. They force you to account for everything, use consistent valuation methods, and see your complete picture in one place.
The same reports that cost $3,000-$10,000 from financial advisors are now accessible for $24.99. No ongoing advisor relationship required - though many users share these reports with their CPA, attorney, and advisory team.
Find Your True Net Worth Today!
Get all three professional reports for just $24.99. See your true net worth, estate exposure, and retirement outlook.