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For individuals, employees,
retirement plan participants who want to quickly and easily estimate their retirement
savings and how much you need to meet your retirement income goal. If you are
already retired it will help illustrate how long your money will last.
New User Price: $89
Renewals for Prior Users: $49
For couples who want to
enter data separately but still see a combined retirement income analyses.
New User Price: $169
Renewals for Prior Users: $89
Download
FREE Trial
Your License Subscription includes:
- all updates and enhancements
for one year including 2008 edition
- free technical support
via email or phone
For financial advisors,
brokers, professionals, insurance agents, CPAs, attorneys, HR personnel and anyone
else who wants to quickly and easily show clients, employees, plan participants,
or potential clients their projected retirement income picture. Breaks the ice
with new clients. Great for participant meetings, enrollment meetings, or quarterly
client meetings. Great for one-on-one laptop meetings.
New User Price: $699
Renewals for Prior Users: $349
Download
FREE Trial
Your License Subscription includes:
- creation of unlimited number of client plans
- all updates and enhancements for one year
- free priority technical support via email or phone
- advanced tools not available in consumer versions
Personal
vs. Couples vs. Professional Edition
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Personal
Edition
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Couples
Edition
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Professional
Edition
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| New User Price |
$89
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$169
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$699
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| 90-Day Money Back Guarantee |
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| Quick, Simple, Visual retirement
planning |
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| Print Detailed Reports |
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| Export Data to Excel |
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| Email and Phone Support |
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| Enter unlimited number
of investments |
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| Number of retirement plans
you can create |
1
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1 with
spouse
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unlimited
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| Enter Personal Data for
Spouse Separately |
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| Specify Owner of Investments
as You/Spouse |
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| Continue Contributions
and Returns after One Spouse retires and the other keeps working |
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| Enter Separate Social Security
and Pension values for each Spouse |
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| View Spouse Combined Retirement
Income analysis |
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| Print Spouse information
on Detailed Report |
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| Customize printed reports
with name, company, and contact info |
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| Customize disclaimers on
printed report |
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| Life Insurance Needs
Calculation |
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| Added Savings Solver
(additional savings required to eliminate shortfalls) |
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| Required Minimum Distribution
Calculations |
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| Add digital photo of
clients to Client info |
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Generate Built-in Social Security Estimate for Spouse |
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| Updated application "look"
to reduce the "boring gray" syndrome that plagues most financial software
applications. |
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| Updated Built-in Social
Security estimate to use Average Wage Indexing series for building past earnings
history. This makes the estimate more accurate when comparing to the Quick Calculator
on SSA.gov and also makes the estimate more conservative (i.e. estimate is lower) |
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| Installs and Runs on Windows®
Vista® |
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Many more exciting enhancements
will be coming in 2008! Anyone who buys will get updates for ONE FULL YEAR from
date of purchase.
Don't take our word for it.... Listen
to Real Users who have emailed us REAL COMMENTS:
"Your software is top notch." - Gary
Danca
"Everyone who tries it will want to buy and use it."
- Patricia Mull
"The most important software on my computer."
- Mark Umek
"This
is a marvelous program, in fact it has changed how I do business."
- Bill Sheehy
"I
think it's a great program"
- Bill Sturm
"This
is a great software program -- simple to use and easily understandable..."
- Arnold Kern
"..the
most robust, user-friendly financial planning program I have ever used."
- David Hoffman, MD
"I
recommend this to all my friends." - Douglas Cleveland
"This
is one of the easiest to use programs
I've ever used." - Larry Konty
We have several hundred more user
testimonials. If you want to read them, go to this
web page.
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Easy
to Learn 
