Bastion Insights
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Full life planning. One intelligent system.

Plan today. Protect tomorrow.

Bastion brings planning, tax, healthcare, estate, insurance, risk, forecasting, scenarios, and advisor-grade intelligence into one lifetime decision platform.

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Financial clarity for every stage of life.Any occasion, any age, any path — from cash flow and tax to healthcare, estate, insurance, and legacy.
One plan. Any path.Compare decisions without mutating the baseline assumptions that anchor the plan.
See the path before you walk it.The Dashboard stays an output-only decision brief: status, runway, top risk, and next step.
One platform for planning, protection, and decision support.

Financial clarity for every stage of life.

Plan across retirement, tax strategy, estate, insurance, healthcare, cash flow, documents, reports, alerts, notes, and advisor collaboration while the operating app remains native, traceable, and interactive.

Financial Planning
Tax Optimization
RMD Planning
Investments
Cash Flow
Insurance
Healthcare
Estate Planning
Documents
Reports
Alerts
Advisor Collaboration
Decision Core Am I okay?

A direct answer stays above charts, notes, and scenario detail.

Profile-owned inputs Assumptions stay traceable.

Dashboard remains output-only while Profile owns the plan inputs.

Scenario modeling Any age. Any occasion. Any path.

Compare paths without silently mutating the baseline.

Bastion InsightsDashboard guided flow

Full Life Planning Platform

Bastion Save State 2.45 rebuilds the landing and operational workspace into a light-first premium SaaS experience. Full life planning stays clear; routes, calculations, auth/Firebase, Dashboard output-only intent, and Profile-owned inputs remain preserved.

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