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 are just examples. You should do whatever works best for your
business.
Non-HTML Download
Freebies
The world's most powerful
Free online retirement calculator (1.2Mb
spreadsheet)
The bond calculators "demo" has the most functional free bond yield to maturity calculator to be on the web (10.2Mb Excel spreadsheet)
Most all free online financial calculators on the web
Our Free Financial Calculators (6Mb spreadsheet)
Free Personal Budget Software (750Kb spreadsheet)
Sample Comprehensive Financial Plan (choose between six PDF files or many demo downloads):
Integrated sample financial plan (850Kb PDF)
Sample plan
(300Kb PDF 1 of 4)
Sample financial plan
(500Kb PDF 2 of 4)
Financial sample plan
(275Kb PDF 3 of 4)
Example of a financial plan (175Kb PDF 4 of 4)
Simple Financial Plan (310Kb PDF)
Directions for presenting the free sample financial plan to prospects and paying clients (200Kb Word doc)
User's manual for the integrated financial planning software (3.3Mb)
Confidential
Report Cover (85Kb Word doc for the first page of the client's financial plan reports)
Financial
plan table of contents (25Kb Word doc)
Financial
plan introduction page, and disclaimers, of the sample financial plan (35Kb Word
doc)
Sample financial plan page showing the to do list of implementing the plan
(50 Kb Word doc)
Sample
client Level of Services Tool (for showing clients what investment
management services you offer, 50Kb Word doc)
The
interview notes, concerns, and objectives page of the free sample financial plan
(25Kb Word doc)
Report text that goes with the family budget software (30Kb)
Text that explains the newt worth projection reports (30Kb)
Asset Allocation Report (detailed explanation of asset allocation software,
125Kb Word doc)
Fusion Wealth Planning Process PowerPoint download:
Small (1Mb)
Big (4.1Mb)
RP
Retirement Planner User's Manual (285Kb Word Doc)
RWR Retirement Planning Software User's Manual (425Kb Word doc)
RWR
Retirement Planning Software - Detailed report explanation about retirement planning (60Kb
Word doc)
Definition of common investment portfolio
optimization terms (70Kb
Word doc)
Sample receptionist script for prospects calling into the office (15Kb Word doc)
Word doc showing investment asset correlation coefficients (850Kb)
Directions on
how to organize and save client computer work (45Kb Word doc)
Estate
planning and document organizer for use with financial planning calculators (95Kb Word
doc)
Client screening (to weed out undesirable
financial planning clients and only have good ones (55Kb 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
(155Kb PDF for fact finding)
Download a PDF file from the U.S. Bureau of Labor Statistics about being a financial planner. The
600Kb PDF is here, and the site is:
http://www.bls.gov/oco/ocos259.htm
A
sample piece to help clients understand (Pershing) investment portfolio statements (30Kb Word
doc)
A
financial planning firm bio example (35Kb Word doc)
Registered rep training on how to manage fee-based investment accounts (45Kb Word doc)
Sample
client newsletter about model investment portfolios (40Kb Word doc)
"Who the
Players Are" A sample introduction to you, your firm, custodians, traders, and your
Broker Dealer (25Kb Word doc)
Prospectus
management system example (25Kb Word doc)
Benchmark Portfolio Monthly Newsletter (50Kb 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 (25Kb 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 (50Kb TIFF file - open it with a graphics
editor)
