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.

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