^{Silver Financial Planner V.3}

Silver is a unique marketing tool and is just part of a total approach to building a financial planning and advisory business.   In an effort to meet the various needs of our clients, Money Tree Software offers three different versions of the program:

Silver Financial Planner ($350) - Available to professional financial advisors, this version includes the ability to store data for multiple clients and quickly call the files up for a fast review of the client's situation.  Financial Planners will also be able to read in data that was saved by a user of the Single User Version.

Give-Away License ($200 per year) - As a professional advisor, you may acquire a license, for a modest annual fee, to give away custom copies of the Silver Financial Planner.   You may use your office computer to make an unlimited number of copies of the custom demonstration versions to give away at seminars, through the mail, to your CPA for his clients, etc.   Use your imagination and you'll find lots of methods to get this program into the hands of your prospective customers.   The Give-Away version will have your name, address and telephone number on the front screen, and the summary reports will tell the user that he/she should call you for more information and help with their financial planning and investments.

Designed for use by a professional or by a consumer on a home or office computer, this easy to use program uses notebook tabs to navigate between the sections and pages of the program.   Click on INPUT, REPORTS, GRAPHS, etc. to move through the sections.   On-line help is available at any point to clarify the operation of the program.   The help screens include more advice about various topics including investments, budgeting, taxes, building a retirement plan, and more.

Program specifics:

The data entry is relatively quick and painless, with on-line prompts appearing at the top of the screen offering additional help.   Tabs at the bottom of the screen allow the user to jump from one data screen to the next, by-passing unnecessary entries.

When a potential customer comes to your office seeking assistance with their financial affairs, you can easily use the "What-if" graphical screen to present your recommendations.    Think of the added weight your proposals will carry if you can visually impress upon the client the need to act, and act swiftly.

If you would like to obtain a demonstration copy of the new Version 3.0 of the Silver Financial Planner, please see the Demonstration Disks section for downloading instructions.