Flagship Engine
Preserve what you've built.
A unified analysis across assets, liability, retirement, and business — distilled into a Wealth Preservation Score and a prioritized action matrix.
Household profile
Coverage in place
Wealth Preservation
Asset Protection
65
Resilience
48
Stability
55
Risk Exposure
55
Net worth
$35,000
Tier: Moderate · PS 2.0 53/100
Priority matrix
high
Income/Life
Increase term life by $820,000
high
Income
Add private long-term disability
medium
Resilience
Build emergency fund to 6 months
low
Disaster
Add flood rider