looking for professional retirement planning software?

By admin
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

Helen
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This entry was posted on Monday, May 25th, 2009 at 9:37 pm and is filed under Estate Planning Software. You can follow any responses to this entry through the RSS 2.0 feed.

One Response to “looking for professional retirement planning software?”

  1. vstudio90
    May 28, 2009 at 8:00 am

    Kevin

    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.

    #82

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