Silver Financial Planner / Silver Online
Efficient, Effective, Affordable! $495 – NAAIM discount 15% = $421
Advisors need tools to quickly generate financial plans. Silver is the friendliest and most efficient comprehensive financial planning software for your practice. Now available in both desktop and online versions.
• Short learning curve – Most of our customers say they can learn the system and be generating plans in just a few hours. The whole purpose and design of Silver is to make data entry fast and easy, a planning tool that anyone can use. Sit down with the customer, ask about their goals, financial resources and enter the data into the programs right in front of the customer quickly, with a minimum of input. • Immediate results – With the customer watching your monitor, click on “What-If?” and see the results of their capital accumulation and consumption appear right before you in an easy-to-understand graph. If the graph shows red at the end, the customer will immediately understand that their financial situation is precarious at best. • Play the “What If?” game – Talk about options like repositioning assets, increasing accumulation amounts, improving rates of return on assets, retiring earlier or later, adjusting their retirement expenses and more. Every change is reflected in the graph, with the customer immediately grasping both the concept of your recommendation and the potential for improving their chances of a successful retirement. • Presentation quality printed reports and graphs – If the customer needs a few pages of numbers to review, or if you are more comfortable using printed reports to provide a detailed answer to the planning needs, then Silver has the perfect solution. Up to 50 report pages covering all the important facets of a financial plan are at your fingertips. Print the entire set of reports, or create and save customized sets with only those pages that are of particular interest to your customer. Silver Online allows you to post data and reports to a webpage for viewing online as well.
Silver Financial Planner “What-If?” graph.
Their current plan runs out at 85.
Your client retires with $1,000,000
Help your clients see the range of solutions by changing assumptions right on the screen. Include multiple “What-if?” solution options in your printed report to lead the discussion.
Money Tree Software – 1600 SW Western Blvd., Suite 110 Corvallis, OR 97333 – 877-421-9815 – www.moneytree.com
TOTAL Planning System
Making good planners better!
TOTAL Planning System (TPS)
TPS will take your practice to new levels of ease and accuracy. This package includes multiple powerful planning tools, delivered in a single, easy-to-use system with one interface and an input wizard for easy data entry. Import data from external sources including CRM’s and asset aggregators. Save client data, enter notes about conversations, download stock and mutual fund prices and update every client account with two mouse clicks. Data is stored where you want it, rather than on a third-party site, so you maintain full control.
Special 15% NAAIM discount $1,495 $1,270 — annual renewal $700
Easy Money - Goal Based Planning Component
A comprehensive retirement planning tool that satisfies the needs of the client in the accumulation phase of life. Easy Money includes retirement planning, education funding, life insurance, disability, LTC, asset allocation, Monte Carlo simulations, expanded estate planning options and more.
$850 $722.50 — annual renewal $350
Golden Years - Cash Flow Planning Component
A detailed, cash flow analysis tool for the client who is retired or nearing retirement. Golden Years presents a 52year annual cash flow projection of assets, income and expenses, and income taxes including AMT, indexing and phaseouts. Also includes the 5%-15% rates on capital gains and dividends, and Monte Carlo simulations.
$850 $722.50 — annual renewal $350
retirement planning. Each report focuses on a precise strategy, tax concept or planning direction. Included are reports on Required Minimum Distributions, 72(t) early distributions, pension maximization, lump sum distribution options, IRA, 401(k) and other retirement illustrations, quick retirement analysis and more.
Strategic Solutions – Specialized Reporting Component Free with Easy Money or Golden Years Alone $400 $340 - renewal $150. Generates 10 short, focused reports on specific topics important to
Secure Online Planning Survey $50 set up. An Internet based data collection system that uses the same
abbreviated data collection layout as the Quick Entry Wizard. Allows your client to open a web site, enter data and have that data sent to you by email and imported directly into TPS or SFP.
Covers all aspects of a financial plan and shows clients the best way to meet their objectives.
• • • • • 5,000 Monte Carlo simulations Retirement and Survivor planning Estate Planning Educational Planning with college database Life insurance planning, & more
Easy Money – Goal Based Planning
Detailed, cash-flow based for the client who needs fine-tuned and highly accurate yearly tax analysis.
• • • • Model irregular income and expense cash flows Schedule withdrawals in any amount at any time Loan amortization schedules with balloon payments Show capital accumulation and draw down
Golden Years – Cash Flow Planning
Strategic Solutions – Specialized Reports
Provides quick analyses for answers to specific retirement planning questions. • • • • • • • •
Special Data Features
Quick Entry Wizard – Enter data in 10 to 15 minutes using this streamlined data wizard. Secure On-Line Data Survey – Send a link to your client, let them enter data themselves over the Internet. Data Access - Keep your client data on your computer, a local server, or even on an Internet server for access from anywhere in the world.
72(t) distributions Lump sum vs. 5 year distribution or IRAs Monte Carlo simulations Cost of delayed start to savings … and much more
Free with Easy Money or Golden Years
Download trial versions at www.moneytree.com