Silver Financial Planner

Complete Financial Plans in Minutes

Fundamental Planning: Clear, Fast & Effective

Silver is also available online! Click here to learn more about Silver Online.

Silver Financial Planner is a FRIENDLY planning solution designed to deliver EFFICIENT planning for busy planners. Silver’s intuitive navigation and clear, concise reports allows you to spend less time creating plans and more time where it matters most, with your clients. The reports include retirement, asset allocation, education, debt freedom, Monte Carlo, insurance, estate planning. The interactive
"What If?" allows for client interaction by offering instant graphic analysis of plan modifications.

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 $495 / Annual Renewal $195

Graphically illustrate complex retirement situations
Live 'What If?' changes illustrate concepts and planning opportunities
Illustrate wealth accumulation, retirement savings and drawdowns
Estimate Social Security and pension benefits integrated into retirement needs
Calculate savings required for education with college tuition and housing expense database
10,000 Monte Carlo simulations show retirement probabilities and compare risks

Get to Know Silver:

Sample Reports
Tutorials
Videos

Tech Tips
Program Questionnaire
Product Features