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Learn More about the Products - Select a Program to Explore:


Silver Financial Planner

Silver Financial Planner

Complete Financial Plans in Minutes

Silver Financial Planner is a FUNDAMENTAL 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.
Desktop: Initial Purchase Price $495 / Annual Renewal $195
Silver Online: Initial Purchase Price $495 / Annual Renewal $495
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Easy Money

Easy Money

Comprehensive Goal Based Planning

Address ALL ASPECTS of your clients planning NEEDS with Easy Money. Easy Money comprehensively addresses 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
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Golden Years

Golden Years

Detailed Distribution Phase Reporting

Provide ALL DETAILS of your clients DISTRIBUTION years with Golden Years. Golden Years is an optimized cash-flow-based, application for the client who needs fine-tuned detail and highly accurate tax analysis. Golden Years is focused on providing the details of asset growth, income, expenses, and taxes. Designed to help retirees or pre-retirees plan their later years with an unusual degree of accuracy and completeness. Golden Years is integrated with Easy Money through the TOTAL Planning Suite’s highly flexible input platform.
Initial Purchase Price $895 / Annual Renewal $350
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Distribution Solutions

Distribution Solutions

Financial Transitions Tool Kit

Distribution Solutions responds to the UNIQUE planning needs associated with this economic downturn. Money Tree Software created this dedicated collection of calculations and reports to address financial transition concepts and retirement plan distribution decisions. Each report is brief, clear and to the point. You don't need to enter a lot of data, and you'll have the right answers immediately.
Initial Purchase Price $269 / Annual Renewal $100
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