Silver Financial Planner

Complete Financial Plans in Minutes

Fundamental Planning: Clear, Fast & Effective

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.

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

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