October 11, 2008
looking for professional retirement planning software?
Bob F asked:
I am a CFP looking for reasonably priced professional retirement planning software that does estate planning, income tax planning life insurance needs analysis and investment planning. I found a 30 day free trial at www.execplanexpress.com of a comprehensive retirement planning software for only $299. Has anyone tried it or knows of something else that they have used
Demetrius
I am a CFP looking for reasonably priced professional retirement planning software that does estate planning, income tax planning life insurance needs analysis and investment planning. I found a 30 day free trial at www.execplanexpress.com of a comprehensive retirement planning software for only $299. Has anyone tried it or knows of something else that they have used
Demetrius
Comments on looking for professional retirement planning software?
Hello Bob,
I have used and demoed NaviPlan, MasterPlan, Moneytree, Financial profiles and a few other Retirement Planning software packages They each have their strengths and weaknesses. Some do actual income tax analysis and year by year cashflow, some are simply goal based and not really appropriate for Fee only planning. And they all will cost you more than $299 and require annual renewals. You might find more info at the AICPA or FPA websites
Hope this helps.