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FINANCIAL TOOLS

TOOLS TO HELP YOU SEE YOUR WHOLE FINANCIAL PICTURE

Alongside the planning we do together, Nations First Financial gives you access to a few tools that make it easier to understand where you stand, keep your important documents in one place, and practice good money habits. Pick a tool below to get started.

LEARN BY DOING

Stock Market Challenge

A friendly, no-risk way to learn how markets move. Build a practice portfolio, follow your picks over time, and see for yourself how volatility feels — without putting a single real dollar at risk.

RISK ANALYSIS

COMRA ↗

Color of Money Risk Analysis. See how much of your money is exposed to market risk and how much is protected — at a glance, in three simple colors — so you can decide how much risk you actually want to carry into retirement.

CLIENT LOGIN

GENVAULT ↗

Generation Vault. A secure place for clients to store and access policies, statements and plan summaries — organized so your family can find what they need, when they need it, for generations to come.

THE FIRSTPLAN ENGINE

YOUR COMPLETE FINANCIAL PICTURE IN ONE REPORT

The FirstPlan Engine is our custom-built total financial analysis. It pulls your income, taxes, investments, insurance and estate plan into one plain-English report — so you can see how every piece fits before you make a single decision. Our professionals run the full Engine; clients can explore their own numbers in the Client Edition.

Professional tool · built for your review meeting

Self-guided · explore your own numbers

WHAT IT COVERS

✓ Retirement income plan
✓ Tax projection
✓ Investment risk (COMRA)
✓ Insurance review
✓ Estate & legacy check

Prefer we run it for you? Request your analysis →

FREE CONSULTATION

NOT SURE WHICH TOOL IS RIGHT FOR YOU?

A free, no-obligation call with a licensed agent. About 30 minutes, no pressure, no jargon.

or call 480-981-7557

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