Case Central, LLC is the first portal of its kind to be introduced to the independent financial services professional and is one of the most advanced systems available in the financial industry.
Case Central teams are led by CERTIFIED FINANCIAL PLANNERS™ (CFP®s) that help ensure you give appropriate and balanced recommendations that meet your clients’ needs. Not all clients are the same – they may have a wide variety of different planning and product needs, which can make it challenging to be prepared for every scenario. That’s where Case Central comes in. Boasting extensive, hands-on financial services experience, your case manager partners with a team of case design specialists who prepare comprehensive case analysis through Case Central’s secure web-based portal. When needed, Case Central will partner with certified public accountants (CPAs) and Chartered Financial Analysts® (CFA®s) to ensure your clients receive comprehensive financial reports and analysis.
Using the Case Central secure web-based portal, you can easily upload key case information and documents gathered through the Strategy Assessment®. The Case Central team comprehensively analyzes the case to assist you in selecting the appropriate proprietary software program to generate the financial report(s) or tax strategy. They make record-keeping easy by allowing you to track and document the progress and development of your case every step of the way - a transparent evolution that greatly bolsters the process with clients. To assist with your transparency and documentation, the team conducts their work based on the documents you upload to the Case Central portal, which are available to the Case Central team when appropriate, but always available to your clients in their Generational Vault. When transparency, documentation and disclosure are enabled by technology, serving the needs of your clients becomes a naturally integrated outcome of all that you do.
Proprietary Software Reports
Not all client scenarios are the same – our proprietary software reports and financial analysis ensures you always have the right tools to craft the appropriate solution for each client.
Color of Money Risk Analysis & Report
Before a client can make an informed decision about their assets, they need to have a clear understanding about their own attitudes toward risk and how it might relate to their retirement. The Color of Money Risk Analysis explores how your clients feel about potential gains and losses and examines the uncertainty and predictability of their assets.
Portfolio Analysis Review
Our proprietary Portfolio Analysis Review (PAR) process gives your clients a detailed breakdown and thorough written analysis of their investment portfolios. The PAR process includes an asset inventory, Morningstar Report, investment analysis, Portfolio Pilot report and personalized portfolio solutions to help your clients understand the possible risks and rewards of their current financial situation.
Social Security Maximization
This report analyzes all possible filing strategies, examines multiple opportunities and helps you determine a solution for your clients. It provides a complete retirement roadmap with specific dates and instructions to help optimize their Social Security income.
Morningstar is a leading provider of independent investment research in North America, Europe, Australia and Asia. Morningstar delivers pertinent facts from an independent source for an unbiased analysis of your clients’ current investments.
Retirement Compass will help you chart your clients’ income planning destinations. The report integrates multiple sources of income, including Social Security, pensions and rental income, along with strategies to generate income from assets, to help your clients fulfill their goals throughout retirement.
Asset Map is an interactive online tool that provides insight into your clients' current investment portfolios. By creating a detailed map of their current financial landscape and charting possible routes to their desired financial future, they can explore and dynamically review the impact of each potential route.
The 1040 Snapshot software provides a picture of your clients' current tax situations and clearly demonstrates opportunities to minimize tax liabilities today and in the future.
Custom Annuity Policy Review
Examine the rider fees and internal expenses associated with a variable annuity policy to illustrate to your clients the cost associated with owning the policy and how it may affect their potential returns.
Providing income during retirement is like flying through turbulence. If your clients are concerned about outliving their income, Income Aviator will bring structure to an otherwise confusing concept. Draft a retirement flight plan to illustrate how to partition retirement assets to maximize returns.
Determine when and how your clients should take their required minimum distributions, what they should do with them, how to plan for transferring wealth, and whether it makes sense to convert a 401(k) or traditional IRA to a Roth IRA.
By leveraging existing financial vehicles wisely, you can create generational wealth for your clients that can be insulated from future tax law changes. This report demonstrates the opportunity to use a distribution to fund a life insurance policy, dramatically increasing your client's legacy.
Analyze the risk/reward ratio of your clients' current portfolios. Assess their desired risk tolerance and offer alternative solutions within our 20 proprietary model portfolios. Help them gain clarity knowing their assets are appropriately allocated.
Provide an objective analysis prepared by a CPA to determine if a Roth IRA conversion is appropriate for your clients, taking into account the effect of converting available retirement assets, paying the conversion tax with other assets, and allowing the Roth IRA to grow.