 Creating and managing wealth can be difficult. Choices made in life have a dramatic impact on whether or not financial success will be achieved. What makes this complicated is that there are so many choices to make and each choice has a potential effect on future choices.
American Dream Planner™ software provides a way to keep track of the choices you make as you work to achieve financial success or preserve and transfer wealth. It provides information and analytical tools for you and the professional advisor to test if these choices are sound or if potential problems might occur. You get to test your choices and create alternative scenarios to later compare side-by-side. The comparison of different variables is instantaneous.
I have been asked over the years about financial software, and have reviewed numerous programs. This program is the most flexible software I have ever reviewed. It performs functions and financial analyses not available in other programs. Not only does it not restrict your ability to define asset classes but encourages accurate treatment of asset classification. It also analyzes the effect of trusts on portfolio return projections.
Another major benefit of the program is the ability to provide interactive communication between client and advisor (or between the instructor and student when used in an academic setting). Interactive financial planning is the future of this industry and the American Dream Planner™ provides that ability today.
Please fill out the form below to receive a link and password to download a FREE demonstration of the software.
Reference Texts
Suggested text books for financial
education. Please follow the link below for a variety of published
financial tools.
The National Underwriter Company
http://www.nationalunderwriter.com/extra/astwell/default.asp
The National Underwriter Company’s Tools
& Techniques Series builds the essential foundation of
financial planning skills. Each volume is packed with innovative
tools and techniques illustrating concepts in a format designed
for learning. Read
more.
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