A method of providing a comparison of investments financial instruments includes the steps of: receiving, as an input, demographic information related to a person; receiving, as an input, information related to a life insurance policy; receiving, as an input, information related to one or more qualified plans; receiving, as an input, information related to one or more non-qualified investments; and providing, as an output, a graphic representation of a comparison of the value of the life insurance policy, the one or more qualified plans and the one or more non-qualified investments, wherein the graphic representation includes normalized values for the value of the life insurance policy, the one or more qualified plans, and the one or more non-qualified investments.