Silver Financial Planner was developed for creating quick and simple plans that answer the question "Will I outlive my money?". This is especially effective with the client participating and watching your monitor. Test various "What-if" scenarios and see the results immediately displayed on the screen. Silver generates attractive report pages and graphs for a quality printed presentation. Features a Monte Carlo Simulation report, along with retirement projections, survivor insurance needs, education funding, asset allocation, estate planning, disability, and more. High quality reports and colorful 3-D graphs ensure a professional presentation.

Silver Financial Planner is a unique marketing tool and is just part of a total approach to building a financial planning and advisory business. The program is designed to answer the question, "Will you outlive your money?" The answer is presented in clear, concise reports, colorful 3-D graphs and an intuitive "What-if?" screen.

The Silver Financial Planner can:

• Project annual living expenses adjusted for inflation.
• Automatically estimate Social Security and pension benefits.
• Calculate the education expenses and other miscellaneous income or expense items.
• Determine whether there will be a surplus or shortage of spendable income for each year of retirement.
• Project the value of savings, investments and retirement accounts each year through client's life expectancy.
• Determine estate taxes and expenses with and without a credit shelter trust.
• Prepare Monte Carlo report using random rates of return on 1000 projections to show probabilities of success.

Silver Financial Planner - Available to professional financial advisors, this version includes the ability to store data for multiple clients and quickly call the files up for a fast review of the client's situation.

Designed for use by a professional or by a consumer on a home or office computer, this easy to use program uses notebook tabs to navigate between the sections of the program. Click on INPUT, REPORTS, GRAPHS, etc. to move through the sections. Help screens are readily accessible at any point to clarify the operation of the program. The help screens include advice about various topics including investments, budgeting, taxes, building a retirement plan, and more.

The data entry is relatively quick and painless, with prompts appearing at the top of the screen offering additional help. Tabs at the bottom of the screen allow the user to jump from one data screen to the next, bypassing unnecessary entries.

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Printed reports and colorful graphs clearly show income requirements and asset accumulation and distribution. The Net Worth statement can be used when applying for a loan. The program even produces an education report showing both lump sum and monthly funding requirements.

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When a potential customer comes to your office seeking assistance with their financial affairs, planners can use the "What-if" screen to present recommendations. Think of the added weight your proposals will carry if you can visually impress upon the client the need to act, and act swiftly.

Note: If you have any questions please call 800.831.7636 or email sales@software4advisors.com.

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