This Retirement Savings software takes into account income from Social Security, Pensions, Defined Benefits, other cash infusions, special expenses and unlimited Investments both tax-deferred and taxable. This retirement planning program will help you create plans for those saving for retirement as well as those already retired.

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

 

 Retirement Savings Planner 2008

Personal/Couples Edition | Professional Edition

"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.

"..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

 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

 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

Download FREE Trial

Your License Subscription includes:

  • all updates and enhancements for one year including 2008 edition
  • free technical support via email or phone
BUY NOW! Download Trial Screen Shots
New Features Support FAQ
User Testimonials Known Support Issues
PDF Data Sheet

 Professional Edition

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
Personal
Edition

Couples
Edition

Professional
Edition
New User Price
$89
$169
$699
90-Day Money Back Guarantee
Quick, Simple, Visual retirement planning
Print Detailed Reports
Export Data to Excel
Email and Phone Support
Enter unlimited number of investments
Number of retirement plans you can create
1
1 with spouse
unlimited
Enter Personal Data for Spouse Separately  
Specify Owner of Investments as You/Spouse  
Continue Contributions and Returns after One Spouse retires and the other keeps working  
Enter Separate Social Security and Pension values for each Spouse  
View Spouse Combined Retirement Income analysis  
Print Spouse information on Detailed Report  
Customize printed reports with name, company, and contact info
 
 
Customize disclaimers on printed report
 
 
Life Insurance Needs Calculation    
Added Savings Solver (additional savings required to eliminate shortfalls)    
Required Minimum Distribution Calculations
Add digital photo of clients to Client info
Generate Built-in Social Security Estimate for Spouse
Updated application "look" to reduce the "boring gray" syndrome that plagues most financial software applications.
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)
Installs and Runs on Windows® Vista®

Many more exciting enhancements will be coming in 2008! Anyone who buys will get updates for ONE FULL YEAR from date of purchase.

BUY NOW! Download FREE Trial Screen Shots
New Features Support FAQ
PDF Data Sheet User Testimonials
Optional: Sell our Software to your Clients
View Sample Pro Output Report

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.

 


2008 Edition News
2008 edition is ready now! .

SPECIAL OFFER:
Order our software and get absolutely FREE the info packed NEW Book "Live Long Live Rich - Creating your Retirement Paycheck", normally sold for $20 on Amazon.com. This is not an e-book. This is a physical book we will mail you.
Click for Live Long Live Rich Summary

Our software seen in:

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

Retirement Income screen shot shows whether you will meet your retirement income goal

 


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Personal Edition Testimonial: "Thanks again for your help when I needed it. We're seeing our investment counselor in a few days and the results shown in your Retirement Planner will be extremely useful to us as we plan for our retirement within the next year or so. You can quote me, if you like."
Ed Gleaves

 

Professional Edition Testimonial:
"...I found [it] to be just about the neatest thing I'd ever seen...I used it as an integral part of an around-the-country retirement planning tour I did last fall and got [1]. rave reviews and [2]. the best improvement in 401(k) participation we've ever had."
Dennis Buster,V.P of Human Resources
Awards and Press:


5 Gold Disc Award

 
ADDRESS: 1860 Sandy Plains Rd. • Suite 204-129 • Marietta, GA 30066
Ph: 770.565.6405

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