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American Dream Planner Personal Edition

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