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Silver Financial Planner

A budgeting, planning & forecasting application designed by Money Tree Software for finance & insurance companies.
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Silver Financial Planner is widely regarded as one of the most effective planning tools available to financial planners. This product will give you the tools you need to immediately show clients solutions to their retirement problems. Future scenarios can be shown using the Live What-If? Scenarios tool; giving your clients a graphical view of their monetary growth in the future. Finally, this product is able to produce professional reports that will include informative text, detailed numbers, and colorful graphs; allowing you to provide your clients with the most informative reporting possible. This product is available as an “in-house” solution or as an online solution hosted by Money Tree Software.

Silver Financial Planner has the ability to perform many functions to aid in your planning for your clients. The abilities these functions have are listed below:

  • Project and show income and expenses, now through life expectancy
  • Estimate and calculate savings and investments, now through retirement
  • Estimate Social Security and pension benefits
  • Provide asset allocation advice with customizable portfolio sets
  • Project inflation-adjusted needs during retirement
  • Estimate tuition and housing for most major colleges
  • Calculate savings levels that will properly meet education expenses
  • Use flowcharts and clear calculations to quickly discuss estate issues
  • Show the impact of establishing a credit shelter and life insurance trust
  • Illustrate long term care needs and costs
  • Project and show wealth accumulation or retirement savings
  • Measure, illustrate and compare probabilities of current and suggested plans
  • Use the Live What-If? Scenarios™ to find results of complex recommendations
  • Employ 5,000 Monte Carlo simulations to help explain and compare risks
  • Illustrate and contrast three recommended scenarios with the current situation
  • Demonstrate the progress of your clients most successful retirement plan

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