Clear And Easy Financial Plans In Minutes
Now Available Online Learn More!
Recognized by financial planners and industry experts as perhaps the most effective planning tool available, Silver Financial Planner is ideal when working directly with clients who want to see immediate solutions to their retirement problems.
Use the Live What-If? ScenariosTM tool to graphically project the potential future of their retirement situation, and then make changes to the assumptions right on the screen to illustrate the results of various financial concepts and techniques. Produce professional reports including informative text, detailed numbers, and instructive colorful graphs. Show your clients the long-term benefits of good financial planning.
Navigation, data entry, analysis, and reports are so easy to understand that you'll probably never even need to look at the extensive help system.
- Project and show income and expenses, now through life expectancy
- Estimate and calculate savings and investments, now through retirement
- Estimate Social Security and pension benefits
- Provide asset allocation advice with customizable portfolio sets
- Project inflation-adjusted needs during retirement
- Estimate tuition and housing for most major colleges
- Calculate savings levels that will properly meet education expenses
- Use flowcharts and clear calculations to quickly discuss estate issues
- Show the impact of establishing a credit shelter and life insurance trust
- Illustrate long term care needs and costs
Silver Financial Planner also provides the ability to:
- Project and show wealth accumulation or retirement savings
- Measure, illustrate and compare probabilities of current and suggested plans
- Use the Live What-If? ScenariosTM to find results of complex recommendations
- Employ 5,000 Monte Carlo simulations to help explain and compare risks
- Illustrate and contrast three recommended scenarios with the current situation
- Demonstrate the progress of your clients most successful retirement plan