Personal Retirement Planning Software for Consumers

 

About Our Products

Personal Retirement Planning Software

Easy to Use
Easy to Learn
Real Time Results

Powerful, interactive and easy to use financial and retirement planning solutions you can count on!

Click here to watch the video introduction!

Don't Run Out of Money!

This Retirement Savings software takes into account income from Social Security, Pensions, Defined Benefits, other cash infusions, special expenses and unlimited Investments including tax-deferred, tax-free and taxable. This retirement planning program will help you create plans for those Watch the Video Demonstration of our Financial Planning Softwaresaving for retirement as well as those already retired. Quit wasting your time on free web calculators that do not account for taxes or all of the life events that will dramatically affect your retirement picture!

This software is:

  • Easy to Learn
  • Easy to Use
  • Quick
  • Not Complicated
  • Real-time
  • Colorful
  • Visual
  • Anyone can use it

"So easy anyone can use it."

In less than 15 minutes you can punch in basic data and have Retirement Savings Planner generating meaningful and accurate retirement savings projections. Even more important, the easy-to-read charts display in "red" any projected shortfall.

Don't take our word for it. Hear What Our Users Say:

"..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

....Click Here for More and More Testimonials

Personal Edition

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

Buy Now!
 
Free Demonstration
 
Explore Product Features

 

Couples Edition

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

Your License Subscription includes:

* all updates and enhancements for one year including latest edition
* free technical support via email or phone

Buy Now!
 
Free Demonstration
 
Explore Product Features

 

Click here for a comparison of the personal edition vs. the couples edition

 

 

"I think it's an awesome program. If I can do it then anyone can do it."

- Richard Curnow

Buy Now!
Free Product Demonstration!

Whether you are an individual or a couple, we have the perfect product to meet your needs.

FREE DOWNLOAD
- TRY IT TODAY FOR FREE-

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Click here for a comparison of the personal edition vs. the couples edition vs. the professional edition

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

"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

We have several hundred more user testimonials. If you want to read them, go to this web page.

Our Software Has Been Seen In:

  • Barron's
  • BusinessWeek
  • FORBES
  • InvestmentNews.com
  • Money Magazine
  • PC Computing
  • PC Magazine
  • Reader's Digest
  • Smart Computing
  • USA Today
  • Wall Street Journal

Questions? We are here
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Product Demonstrations

 

For Personal Financial Planning

 

For Financial Advisors

 
 

Download a free trial or take a video product tour of any of our software tools!

 

Get a clear picture of your finances and the tools you need to plan for the future...

 

Harness the power of technology to benefit your clients’ financial futures...

 
 

Download Demo | Video Tour

 

See How it Works...

 

Learn More...

 

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Are You Looking For:

Email List Management
Lead Generation and Tracking
Multimedia Design
Software Development
Website Design
Retirement Savings Software
Retirement Personal Edition
Retirement Professional Edition
Screenshots of the Software
Latest Revisions to our Software
Actual User Testimonials
Retirement Savings Overview
Retirement Savings FAQ
Retirement Savings Support
WebCalcs Software
Internet Calculators Overview
Portfolio Optimization Info
Web Hosting services
Database Development

As Seen In...

Barron's
BusinessWeek
Financial Advisor
Financial Planning
FORBES Magazine
InvestmentNews.com
Insurance Marketing
Money
National Underwriter's
USA Today
Trusts & Estates Magazine
Wall Street & Technology

Benefits for Members Of...

AICPA American Institute of Certified Public Accountants
AIFA Association of Independent Financial Advisers
CFP® Certified Financial Planner
SCRFA Society of Certified Retirement Financial Advisors
CSA Society of Certified Senior Advisors
FPA Financial Planning Association
IMCA Investment Management Consultants Association
SFSP Society of Financial Service Professionals
SHRM Society of Human Resources Professionals
SMA Senior Market Advisor

If you tried or heard of:

Quicken®
Quicken® Financial Planner (discontinued)
Vanguard® Retirement Planner (discontinued)
Plan Retirement Quick & Easy (discontinued)
RetireReady™ Deluxe (discontinued)
T Rowe Price® Retirement Planner (discontinued)
Microsoft® Money®
Fidelity® Retirement Planner

Then try our Retirement Savings Planner, Personal or Couples Edition

If you tried or heard of:

BetaVest™ Case Management System
eMoney
Financial Profiles Professional
Financial Profiles
Forecaster
LEAP
Money Guide Software
Money Tree Easy Money Software
Money Tree Retirement Solutions
Money Tree Golden Years
Money Tree Silver Financial Planner
Retirement Income Navigator™
Brentmark Software RetireNow™
Naviplan Financial Planning Software
Harvest Time Harvest-Time HarvestTime HarvestTime.net
Still River RetirementWorks®
Financeware
FinanceLogix®
Financial Engines

Then try our Retirement Savings Planner, Professional Edition

If you are a member of or heard of:

AARP®
American Association of Retired Persons
SSA Social Security Administration
NAIC National Association of Investors Corporation
AAA American Automobile Association
1000 Churches Connected

Then try our Retirement Savings Planner, Personal or Couples Edition

Do you read or have you heard of:

Bloomberg.com Personal Finance
BusinessWeek Magazine
Forbes Magazine
Fortune Magazine
Investors Business Daily
Kiplinger's Personal Finance
Kiplinger's Retirement Report
Money Magazine
SmartMoney Magazine
Wall Street Journal
Where to Retire Magazine

Then try our Retirement Savings Planner, Personal or Couples Edition

If you are a member of or heard of:

AALTCI American Association for Long-Term Care Insurance
AICPA American Institute of Certified Public Accountants
AIFA Association of Independent Financial Advisers
CFP® Certified Financial Planner
SCRFA Society of Certified Retirement Financial Advisors
CSA Society of Certified Senior Advisors
FPA Financial Planning Association
IARFC International Association of Registered Financial Consultants and Registered Financial Consultant RFC designation
IMCA Investment Management Consultants Association
InFRE International Foundation for Retirement Education
MDRT Million Dollar Round Table
NAFCU National Association of Federal Credit Unions
NAIFA National Association of Insurance and Financial Advisors
NAILBA National Association of Life Brokerage Agencies
NAPFA National Association of personal Financial Advisors
SFSP Society of Financial Service Professionals
SHRM Society of Human Resources Professionals
SMA Senior Market Advisor
SIAA Strategic Independent Agents Alliance

Then try our Retirement Savings Planner, Professional Edition

Do you read or have you heard of:

401kHelpCenter.com
401kWire.com
Advising Boomers: The Financial and Lifestyle Resource for Trusted Advisors
Agent's Sales Journal: The How-To Resource for Insurance Producers
American Agent & Broker Magazine: The Publication for Insurance Agency Success
Barron's
BusinessWeek
CPA Technology Advisor
Financial Advisor Magazine
Financial planning Magazine
Fortune Magazine
InvestmentNews.com
Insurance Marketing Magazine
Investors Business Daily
Journal of Financial Planning: Expanding the Body of Knowledge in the Financial Planning Profession
Life & Health Magazine
Life Insurance Selling Magazine: The Magazine for Top Life, Health and Financial Services Producers
National Underwriter
Senior Market Advisor Magazine
LTC e-Wire Newsletter: LTCi related tips and info.
Registered Rep Magazine:The Source for Investment Professionals
TechDecisions Magazine: Inspiring Insurance IT Leadership
Ticker Financial Magazine
Trusts & Estates Magazine
Wall Street & Technology Magazine

Then try our Retirement Savings Planner, Professional Edition