by Carolyn Rothwell on November 29, 2012

Find the Financial Planning Solution You Can Rely On


Money Tree offers planning solutions you can rely on - whatever your need.  Are you having trouble deciding which financial planning software solution is best for you and your clients? 
How about a little help

How to Choose What's Right for You

* Easy Money and Golden Years are integrated through the Money Tree TOTAL Planning Suite's highly flexible input platform to make a great planning pair. Combine Easy Money's accumulation phase planning with Golden Year's distribution phase cash flow and tax planning to analyze and plan, depending on your clients needs.

Ready to start your free trial?  Try the full version of the software solutions for 30 days
Plans created during the evaluation period will be fully accessible after purchase.

Need more help deciding which planning solution is right for you?  

Speak with an expert today!  Call (877) 421-9815 ext 4.  

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.