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Sample Reports

ESPlanner reports - easy to read and use

    ESPlanner reports are easy to read and understand. They can be viewed as a PDF
    or Excel worksheet.

    Reports reflect inputs and assumptions and provide highly detailed recommendations.

    Results are presented on an annual basis including specific outputs for each adult member
    of the household.

    You can create multiple profiles to run different scenarios. The software will save each file
    for you to review or adjust.

  • a PDF report, as shown here, showing your inputs, assumptions, recommendations, and plan details
  • Excel worksheets showing recommendations and plan details