"What do you think I should do with my money so I can retire in 5 years?"
Over the last decade, the financial planning industry has changed considerably. What used to be used solely for asset gathering, financial planning software now serves advisors and their clients as a vital analytical decision making tool. Goal setting complicated by tax law changes, investment uncertainty and timely financial decisions make financial planning software a necessity for any serious advisor.

Financial Planning Software:

• Improves the Client-Advisor Relationship
• Separates the Advisor from "Salespeople"
• Quantifies the Need for Action in the Client's Financial Matters
• Increases Fee Based and/or Commission Based Income
• Helps the Advisor Get Better Client's
• Gather More Assets Under Management

What kind of financial planning software should you consider?

First, make an effort to evaluate "who you are" to your clients and prospects. Are you trying to move from a transactional business to one that is more advisory based? Do your clients see you as a place to acquire products, get advise or both? Are you involved with retirement plans? Do you often meet with individuals who are retiring? Are your client's older or younger? Is your goal to sell financial products?

After you have answered these questions, you can better determine the best type of financial planning software for your practice.

If you are just getting started in financial services and you want to build your commission business with individuals who have long term goals, you might consider the Silver Retirement Planner.

If you are looking more sophisticated and are looking for comprehensive financial planning software or if you are planning on charging fees to your clients you should consider the Easy Money program.

If you are not interested in comprehensive financial planning but are only dealing with retirees, the Golden Years program will probably give you the needed functions you are looking for.

If you are dealing with qualified money such as rollovers, 401k's or pension distributions, you should consider the Retirement Solutions program.

If all of these types of planning features are necessary, consider the Money Tree Suites.