The software our advisors use with clients
Find your true net worth in 12 minutes.
Advisor Forever is the financial planning software our practice uses with clients. One quick intake gives you three professional-grade reports: net worth, estate exposure, and a retirement projection.
Three professional-grade reports from a single intake.
The same reports our advisors use to build client plans. A single intake takes about twelve minutes, and your reports are delivered instantly.
Personal Financial Statement
A complete picture of your net worth: assets, liabilities, and the gap between what you think you own and what you actually do.
Estate Planning Analysis
Estate tax exposure modeled against your specific assets, so you can see the bill before the IRS does.
Income Planning Analysis
Projected income through retirement, from Social Security to investments, built on your actual numbers.
Why we recommend Advisor Forever.
Advisor Forever was built for the kind of clients we serve: high net worth families who want a clear picture of what they own, what they owe in tax, and what their retirement actually looks like.
If you want to bring numbers to a conversation with our team, run your three reports first. It will save the first hour of any consultation.
Or read Roger's Advisor Forever eBook first.
Before you run the reports, Roger's eBook walks through the strategies behind them, from deferring tax on appreciated assets to organizing your net worth on a single page. Complimentary, delivered to your inbox.
Trusted by families and business owners for three decades.
Client statements reflect individual experiences and are not a guarantee of future results.
Roger A. Rekate, CPA showed us the Deferred Sales Trust Strategy and we were able to save millions in taxes. Real estate planning for highly appreciated assets was completed for me and my partners.
I have appreciated the efforts Advisor Ink Financial has given our company to help save an estimated 50% per year over year in taxes. Roger has given us strategies and solutions holistically to implement.