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Optimizer | LifeCycle | Interface Options

LifeCycle allows an advisor and investor to quickly and interactively explore many what-if scenarios within available portfolio choices. LifeCycle provides an effective analytical framework for addressing retirement planning, college savings plans, estate planning, and best use of invested assets. In particular, LifeCycle helps to assess the most suitable level of risk for a given investor.

 

January 2007 NFA introduces its enterprise-wide LifeCycle application. >>

 

LifeCycle, NFA’s financial planning technology, is a convenient, easy to use and understand, yet rigorous financial planning tool. The technology is based on NFA's extensive research in the theory and practical application of investment over time. LifeCycle provides a convenient framework for exploring the possible consequences of investing in a given portfolio. LifeCycle considers the investor's portfolio value, proposed investment program--specifically contributions and withdrawals, and the time horizon to estimate the likelihood of achieving one or several wealth or annuity goals. It is realistic, analytic, and graphic. More>>