Easy Money

Comprehensive Goal Based Planning

In Depth Planning: Complete Accumulation Phase Reporting

Address ALL ASPECTS of your clients planning NEEDS with Easy Money. Easy Money covers all major aspects of a financial plan and shows clients the best way to meet their objectives. Easy Money illustrates solutions to financial shortfalls, including a variety of appendix reports for verifying your numbers and showing additional details. Demonstrate to clients how working longer, earning more, or adjusting a goal affects their plans. Easy Money is integrated with Golden Years through the TOTAL Planning Suite’s highly flexible input platform.

Try Silver with the Secure Online Planning Survey! Secure Online Planning Survey is a web based data gathering tool, which allows your clients to safely enter their data online and send it to you. When you receive the data, you can open it directly in Silver Financial Planner.

Initial Purchase Price $895 / Annual Renewal $350

Determine retirement needs
Show multiple solutions to retirement shortfall
10,000 Monte Carlo simulations, including option for Fat Tail
Analyze life insurance, disability, and long-term care needs
Project education funding requirements
Calculate net worth and cash-flows
Display "Audit Trail" for validating report numbers

Get to Know Easy Money:

Sample Reports
Tutorials
Videos

Tech Tips
Program Questionnaire
Product Features