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Lake Shore Wealth
Advisor Flight Deck
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Workspace · Sunday, May 24

Welcome back, Sarah. Let's get your first household in.

No households yet. drop a doc into the AI importer (the + button bottom-right) or send a discovery link to get one in.

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Pick up where you left off
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No active scenarios yet. Start a Retirement Plan or run a specialty tool. saved work shows up here.
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WorkflowBuild a multi-step playbookDiscoverySend an intake to a prospectPlan packsCompose, narrate, deliverJourney insightsWhere closed clients come fromMeetingsProject a plan, run a sessionAll tools41 specialty tools, one launcher
The flow
Discovery → Household → Workflow → Tools → Plan Pack → Meeting
  1. 1. Seminars
    0
    Run your first
  2. 2. Discovery
    0
    Send a link
  3. 3. Households
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    Add your first
  4. 4. Workflows
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    Build a workflow
  5. 5. Tools
    0
    Run a tool
  6. 6. Plan Packs
    0
    Assemble a pack
  7. 7. Meetings
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    Prep a meeting
✨ AI-assisted draft · advisor in the loop

Dump the context. We’ll draft the plan.

Drop a 1040, a brokerage statement, intake notes, and a paragraph of context. We extract the facts, pick the right analyses, run the math, and hand you a draft Plan Pack to review. You accept, edit, or reject each recommendation. Nothing reaches the client without your sign-off.

Start a draft →
Bring a household in
The top tool · Flagship

Retirement Planner

One unified plan: cash flow, taxes, Social Security, RMDs, healthcare, IRMAA, Roth conversions. The 13 specialty tools below all read from the same household profile.

Run-out year
Red Line
When does the portfolio run dry. and which lever moves it most?
Tax bracket modeling
Bracketology
Per-year fill room. Auto-size conversions to fill 22% / 24% before crossing.
Stress test
Monte Carlo
1,000-trial probabilistic ranges. Fan chart by percentile.
Active households
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Saved workflows
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Specialty tools
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Specialty tools

The 18 deep-dives, organized by what you're solving.

Each tool reads from a household's profile and feeds results back into the Retirement Planner.

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Tax Planning

10 tools
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Backdoor Roth Advisor

Pro-rata impact, mega backdoor comparison, optimal conversion planning.

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Roth Conversion Pro

Lifetime tax projection. federal, state, IRMAA, NIIT, ACA premium tax credits, heir savings.

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QCD Optimizer

Multi-year QCD vs cash giving. federal, state, IRMAA savings (age 70½+).

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Inherited IRA Optimizer

SECURE Act 10-year strategies for non-spouse, spouse, disabled, and minor beneficiaries.

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Tax Burden Analysis

Lifetime tax projection on retirement assets. federal, IRMAA, heir tax, widow's penalty.

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AI

Tax Analyzer

Upload a 1040. Claude reads it. See every threshold the client is close to.

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Tax-Efficient Withdrawals

Rank four withdrawal sequences by lifetime tax. Picks the lowest-cost order.

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RMD Planner

Year-by-year RMD schedule under SECURE 2.0. bracket + IRMAA + QCD aware.

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Tax Projection Advisor

Multi-year bracket projection. find optimal years for conversions and income acceleration.

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NUA Strategy Advisor

Net Unrealized Appreciation. NUA vs full rollover vs partial NUA vs sell-and-reinvest.