Copyright 2009 -2014 All Rights Reserved The American Dream Planner LLC The American Dream Planner™ is the first software that combines financial and estate.

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Presentation transcript:

Copyright All Rights Reserved The American Dream Planner LLC The American Dream Planner™ is the first software that combines financial and estate planning techniques in one seamless package.

Copyright All Rights Reserved The American Dream Planner LLC All aspects of wealth are included with unlimited: Investments Tax Deferred Accounts (multiple withdrawal options) Real Property (buy – sell – refinance – includes depreciation) Business Interests (buy –sell) Life Insurance Income (pre-retirement and post retirement) Expenses (includes education and long term care costs) Multiple Trusts (RLT, ILIT, CRT, GRAT) Tax : Income – Gift – Estate (all completely integrated)

Copyright All Rights Reserved The American Dream Planner LLC The American Dream Planner’s unique split screen dynamically links all inputs and outputs providing instantaneous feedback on your choices. InputsOutputs Type information and see the results instantly in a manner that is intuitive and non- linear … … you can begin and end anywhere you wish.

Copyright All Rights Reserved The American Dream Planner LLC Pie – Line – Bar charts and Tabular data developed by legal, accounting and financial planning professionals that is product and service neutral to give you truly independent analysis.

Copyright All Rights Reserved The American Dream Planner LLC Robust report capabilities that include the ability to create customized templates and create a plan of action.

Copyright All Rights Reserved The American Dream Planner LLC Monte Carlo simulations test any two choices at the same time! Unlimited scenarios to compare any three alternatives side-by-side. Import and export encrypted data with your team of advisors.

Copyright All Rights Reserved The American Dream Planner LLC On-line manual and instructional videos, tips and techniques make learning the software simple and straight-forward and available 24/7. Find advisors using the web directory.

Copyright All Rights Reserved The American Dream Planner LLC Pro Client and Advisor Editions for clients and professional advisors. Create a budget, plan for retirement or handle much more advanced goals in a highly interactive and visually engaging manner for you and your clients.