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Retirement Plan Services |
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Personal Financial Planning |
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Comprehensive Plans |
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Focused
Plans |
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Employee Communications |
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Education Funding Planning |
Archimedes provides a variety of Personal Financial Planning tools that financial service firms use to help their clients make important financial decisions. Some clients (and advisors) prefer a top-down approach to financial planning, while others prefer the bottom-up approach of dealing with a single issue at a time. Whichever may be your preference, Archimedes has a solution.
Comprehensive Plans |
GamePlan Online |
Asset Allocation Planning
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Portfolio Planner: For the middle market |
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Portfolio Manager: For the high net worth market |
Retirement Planning
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Retirement Funding Analysis |
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Retirement Accumulation Planner |
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Retirement Planners |
Life Insurance Planning
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Life Insurance Planner |
Home Mortgage Planning
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Mortgage Planner |
Education Funding Planning
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Long-term Education Savings |
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Short-Term Education Financing |