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Given a few inputs, EasyAllocator will develop a financial plan consisting of the following:
1) An Asset Allocation plan plan based on your time horizon, risk tolerance, and other factors,
2) An Asset Location strategy, which puts the right asset types in the right account types.
3) Specific mutual fund selections. There are over 10,000 mutual funds, but only 100 or so worth investing in.
EasyAllocator then creates a lifetime financial projection, taking into account taxes, fund fees, risk, retirement withdrawal rates, new money invested, and many other factors. You can use
estimated or historical returns, and run simulations to see how varying certain variables affects the final result.
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