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Portfolio Management Software
About Using
Monte Carlo with Investment Software
Testimonials
from Financial Planning Software Customers
Free Downloads and Money Tools
Free Sample Comprehensive Financial Plan
Financial
Plan Module Demos
Links to Other Personal Finance Websites
The World's Best Free Retirement Calculator
Other Free Retirement Calculators
Free Bond Yield Calculator
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It's better to first save
the download files to your hard drive, and then open them with MS Word or Excel
Some people have problems opening these kinds of files in their browser, which is what will
probably happen if you regular left click on the links. So first download
files to your hard drive to be opened with Excel or Word:
Right click on a link below, and then choose
"Save (Target) As..." to save to a folder of your choice. Then open the file
with MS Excel or Word. Sometimes the
web server doesn't work well with weird browsers, or it just may not work if it's not
configured right. Please send e-mail if you
have any problems, and files will be sent to you.
Answers to frequently asked demo questions, and how to use demos.
If you're getting various "password" errors when trying to get
an Excel spreadsheet to open, then you may not have MS Excel (you probably just have MS
Works). You'll need Excel to use most of these financial plan modules. To see, just go to Start,
All Programs, and see if you have Excel loaded on your computer.
All of the account dollar amount
breakpoints you'll read are just examples. You should do whatever works best for your
business.
None of the demos are functional.
You'd need to buy it to get a working version.
Non-HTML Download
Freebies
Sample
Comprehensive Financial Plan (choose between six PDF files or many demo downloads):
Integrated sample financial plan (650Kb PDF)
Sample plan
(300Kb PDF 1 of 4)
Sample financial plan
(500Kb PDF 2 of 4)
Financial sample plan
(400Kb PDF 3 of 4)
Example of a financial plan (200Kb PDF 4 of 4)
Simple Financial Plan (300Kb PDF)
The
world's most powerful FREE online retirement calculator (1.1Mb
spreadsheet)
The
bond calculator's "demo" has the most functional FREE
bond yield to maturity calculator ever to be on the web (7Mb Excel spreadsheet)
Asset
Allocation Report (detailed explanation of asset allocation software, 110Kb Word doc)
Our
FREE Financial
Calculators (2.8Mb spreadsheet) Most
all free online financial calculators on the web
RWR Retirement Planning Software User's Manual
(382Kb 57-page Word doc)
RWR
Retirement Planning Software - Detailed report explanation about retirement planning (55Kb
Word doc)
A
sample receptionist script for prospects calling into the office (11Kb Word doc)
Word doc showing asset correlation coefficients (1Mb)
Report text that goes with the family budget software (30Kb)
Directions on
how to organize and save client computer work (44Kb Word doc)
Estate
planning and document organizer for use with financial planning calculators (90Kb Word
doc)
Sample financial plan page showing the to do list of implementing the plan
(42 Kb Word doc)
Financial
plan table of contents (22Kb Word doc)
Client screening (to weed out undesirable
financial planning clients and only have good ones (53Kb Word doc)
Financial planning services
evaluation form for clients to tell their financial planners how they did
after the financial plan was presented 55 Kb Word doc).
Referral generator (mailing tool to accumulate
investment client referrals (35Kb Word doc)
Financial planning discovery primer
(150Kb PDF)
PDF explaining Monte Carlo simulations
Download
a PDF file from the U.S. Bureau of Labor Statistics about being a financial planner. The
600 Kb PDF is here, and the site is:
http://www.bls.gov/oco/ocos259.htm
Sample Client Level of Services Tool (for showing clients what investment
management services you offer, 35Kb Word doc)
User's manual for the integrated financial planning software (3MB)
A
sample piece to help clients understand (Pershing) investment portfolio statements (32Kb Word
doc)
A
firm bio example (48Kb Word doc)
The
interview notes, concerns, and objectives page of the free sample financial plan
(26Kb Word doc)
Registered rep training on how to manage fee-based investment accounts (57Kb Word
doc)
A page
to help clients' figure out what's important about life and money to them (31Kb Word doc)
Sample
client newsletter about model investment portfolios (37Kb Word doc)
Directions for presenting the free sample
financial plan to prospects and paying clients (100Kb investment software Word doc)
Text that explains the newt worth projection reports (30Kb)
Financial
plan introduction page, and disclaimers, of the sample financial plan (33Kb Word
doc)
"Who the
Players Are" A sample introduction to you, your firm, custodians, traders, and your
Broker Dealer (22Kb Word doc)
Benchmark Portfolio Monthly Newsletter (42Kb Word doc)
Another
investment benchmark portfolio example
Prospectus
management system example (25Kb Word doc)
Confidential
Report Cover (35Kb Word doc for the first page of the client's financial plan reports)
RP
Retirement Planner User's Manual (260Kb Word Doc)
The Social Security Administration
offers their online benefit calculator to anyone. Their CD is $51, but it's available
by
free online downloading from this
page (click here). Their program is called AnyPIA (Primary Insurance Amount) and is
better than commercial programs that calculate Social Security benefits
Socially Responsible Investment Fact Finder
(22Kb Word doc)
A
cute visual aid that shows how the financial planner is the quarterback at the center of
all of the other kinds of professionals (47Kb TIFF file - open it with a graphics
editor)
Timekeeping
sheet (for tracking time spent on projects, 33Kb Word doc)
Free Financial Plan Demos are
Here
Free HTML downloads are here
on page 2 of 2
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