Be Your Own
Advisor ForeverBe Your Own
Advisor Forever
Begin planning for your future in minutes. One intake gives you three invaluable professional financial documents breaking down your net worth, estate tax exposure, and retirement income outlook.
Advisor-grade reports ready when you are.
*$24.99 for the first year, then $20/yr annually
One guided intake
Twelve minutes between you and a complete financial picture.
Enter your information once. Advisor Forever turns it into three coordinated, professional reports instantly—and saves your progress at every step.
- 12 minutes
- Average intake
- 3 reports
- Generated together
- Saved progress
- Return any time
Your deliverables
- 01
Personal Financial Statement
Every asset and liability, presented the way a banker expects.
- 02
Estate Planning Analysis
See when your projected estate crosses the federal exemption.
- 03
Income Planning Analysis
Compare today’s income with your retirement outlook in one view.
Your Complete Financial Picture
Three professional reports that show exactly where you stand
The same proven software CPAs and financial advisors have relied on for over 10 years
Personal Financial Statement
Finally see what you're actually worth. Input your assets and liabilities to get a professional statement that reveals your complete net worth - many discover they're worth far more than they thought.
Estate Planning Analysis
Know what happens to your wealth when you're gone. Get clear numbers on potential estate tax exposure and see exactly what your heirs will face - no surprises, just facts.
Income Planning Analysis
Stop guessing about retirement. See projected income based on your actual numbers - from Social Security to investments - so you can plan with confidence.
Real Results from Real Clients
See how accurate financial statements uncovered millions in undervalued assets and prevented devastating tax mistakes
Middle Market Millionaire
Estate Planning Success
This client came to us devastated when they discovered they would have to pay the government $5 million if they were to pass away at that time. They were working with a trust company, brokerage firm, CPA firm & estate planning attorney - all who were not communicating with each other. The client brought their statements to us saying 'We have around $5 or 6 million.' We gathered their information and created their personal financial statement using Advisor Forever showing their true net worth of $11 million! Right now the estate gifting rules could protect up to $5 million under the current estate tax exemption, but back then it was only $1 million. They also didn't realize they had an aggressively managed portfolio with huge market risk. We could see that planning needed to be done. The client decided to protect their wealth while alive, or if they passed away. In the end, this client no longer worries about the government getting their money & has peace of mind.
Key Outcome:
Protected $11M estate and eliminated $5M tax liability
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."