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You need the right financial planning software to fit each client.  You need software that is easy to use and comprehensive.  Money Tree makes financial planning software and retirement planning software that planners have relied on for over two decades.

We understand your business.  We know you need to give clients answers without excessive data input; that you demand accurate reports and practical solutions that are efficient.

 

Silver Financial Planner   -  Only $495

 

TOTAL Planning Suite - Starting at $850

  • Intuitive Navigation
  • Clear and Concise Reports
  • Financial Plans in Minutes
  • Automatic Shortage Solutions
  • Monte Carlo and What-If Options
  • Start Planning Today
  • Also Available Online!
 
  • Comprehensive, Flexible, Complete
  • Goal Based and Cash Flow Based Planning Models
  • Single Simplified Input System
  • Multiple Scenarios
  • Full Featured Yearly Modeling
  • Audit Trail
Try our products!  
 

Download the full version of our products and try it risk free. When you are ready to purchase simply enter a license key to continue using the software. It is that simple!

Demo: Download an Evaluation Now!                            Current User?  Get the latest update

Under Development: Retirement Income Analysis. Side by side comparisons of post-retirement asset allocation options along with distribution tracking. Being developed for Windows Vista and Windows 7. Contact Brian Williams at brian@moneytree.com or at 541-754-3701 x 313. 

 
 
Silver Bullet  
 
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Your Silver Bullet members commit to making our separate programs “play well” together so that you can spend more of your time managing your client’s money, not managing incompatible software.
 
 
 
 
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