copyright 2009 -2014 all rights reserved the american dream planner llc the american dream...
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Copyright 2009 -2014 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 2009 -2014 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 2009 -2014 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.
Inputs Outputs
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 2009 -2014 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 2009 -2014 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 2009 -2014 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 2009 -2014 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 2009 -2014 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.