Advisor Service Center (800) 877-7210
Contact Recruitment (888) 250-2420

NaviPlan Extended

Naviplan Extended (NPE) is a cash-flow based financial planning tool designed to be used on complex high-net-worth cases

NPE features:

  • NPE illustrates complex estate planning strategies and can also illustrate stock option planning
  • NaviPlan Extended is renowned in the industry for enabling detailed planning analysis and comprehensive treatment of income, expenses, assets and liabilities, and federal and state taxes