American Dream Planner Personal Edition

by American Dream Planner LLC

Product Features

• Personal Finance Software
• Determine when you can retire
• Integrates estate, retirement and financial planning
• Unlimited scenarios can be created
• Import and Export to professional advisors

Product Details

• ASIN: B000Q8B8RK
• Item model number: Personal Edition
• Date first available at Amazon.com: May 4, 2007
• Amazon Best Sellers Rank: #23,257 in Software (See Top 100 in Software)

Product Description

The American Dream Planner is fast, powerful and easy to learn. This comprehensive yet affordable wealth projection software includes: joint/ client/ spouse investment accounts, unlimited sources of income, expenses, tax deferred accounts, real property, individual securities, business interests, life insurance policies and much more.The program will provide current and retirement cash flow analysis on all aspects of wealth not just investments. Create an unlimited number of scenarios and compare any three on screen. The Personal Edition is identical to the PRO Edition of American Dream Planner with the following exceptions:1. CRT, GRAT and SCIN planning choices are read-only.2. Monte Carlo is disabled.3. The point/click asset allocation models cannot be modified.4. You cannot add another person to the analysis.The software includes the ability to import and export (encrypted*) your information to your professional advisor, saving your advisor time (and saving you money) to input your data as you develop a more complete plan together.Internet connection is required to register the software.