Simple retirement planner for basic retirement planning.

Simple Retirement Planner Software (SRP)

Download the Free Simple Retirement Planner Demo Menu of Retirement Planning Software
Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

Confused? It Makes More Sense if You Start at the Home Page

Financial Software Price List

How to Buy Investment Software

Discounts for Financial Advisers
(and how to subscribe to the full Bundled Deal for $100 a month)

Lifetime and 5- to 15-year Extended Subscriptions

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

Financial Planning Software Support

Financial Planner Software Updates

Site Map

Site Information, Ordering Security, Privacy, FAQs

Questions about Personal Finance Software? Call (503) 309-1369 or Send E-mail to

Free Downloads and Money Tools
(are listed below)

Free How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Myths

Free Sample Comprehensive Financial Plans

Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources

List of Free Financial Planning Software Demos

Selected Links to Other Relevant Money Websites


Free Retirement Calculators

Free 401(k) Calculators

Free Financial Calculators

Free Family Money Calculators

Free Real Estate Calculators

Free Debt Calculators

Free Investment Calculators

Free Tax Calculators

Free College Saving Calculators

Free Insurance Calculators

Free Business Owner Calculators

Prices and how to buy are at the very bottom

This simple retirement planner is an even more scaled-down version of the RP retirement planner (which is a scaled-down version of RWR).

It's a cost-effective solution for people that want something very powerful, accurate, but simple and easy as possible to use. It only has 11 simplified input fields.

There's a directions sheet on the far left sheet tab, and each input cell also has detailed instructions (there's no directions web page or Word docx manual).

It uses a simple interface, backed by a sophisticated and complete methodology of performing Monte Carlo simulations. It takes just a minute to perform a simulation.

It also models the impact of every day decisions about debt management on your retirement planning. For example, it quickly answers the question with one input change, "How will refinancing my credit card debt from 30% to 15% interest change my retirement picture?"

You can use Excel's built-in Goal Seek function to perform just about any "What-if" scenario other retirement planners can do, and more they can't.

The inputs and results are on the same page, so you can get accurate and meaningful results in one minute.

It's so simple that you don't have to be a "techie" to use it.

If you're a financial advisor, then all you have to do is ask when you buy a supported version, and the Retirement Fact Finder will be sent with it for free.

Also, if you buy any other retirement planner, shown on the second row (the silver area under the gold title on this page), then the SRP will be sent for free.

To download the demo, right click on the link below, and then choose "Save (Target) As..." to save to your hard drive. Then find it and open with Excel.
Answers to frequently asked demo questions and how to use demos.

Be sure to see the sheet that shows what colors should look like.

The free thirty-day trial period is available for this simple retirement planner

Download the Simple Retirement Planner Demo

Information on the most simple retirement planner.

Financial Planning Software Modules For Sale
(are listed below)

Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)

Goals-Only "Financial Planning Software"
(the MoneyGuidePro alternative for 1% of their price)

Retirement Planning Software Menu: Something for Everyone
(the RWRs, RP, and SRP)

Comprehensive Asset Allocation Software

Model Portfolio Allocations with Historical Returns

Monthly-updated ETF and Mutual Fund Picks

DIY Investment Portfolio Benchmarking Program

Financial Planning Fact Finders for Financial Planners Gathering Data from Clients

Investment Policy Statement Software (IPS)

Life Insurance Calculator (AKA Capital Needs Analysis Software)

Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization

Investment Software for Comparing the 27 Most Popular Methods of Investing

Rental Real Estate Investing Software

Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector

College Savings Calculator

Financial Seminar Covering Retirement Planning and Investment Management

Sales Tools for Financial Adviser Marketing

Personal Budget Software and 75-year Cash Flow Projector

TVM Financial Tools and Financial Calculators

Our Unique Financial Services
(are listed below)

We're Fee-only Money Managers: So you can hire us to manage your money, and/or financial advisers can hire us to manage client money, using our Model Portfolios and/or Asset Allocation Systems

Mr. Market Timer's Unique Market-neutral Stock Market Timing Services
(the hedge fund alternative)

Consulting Services: Hire Us to Make Your Financial Plan, Retirement Plan, Benchmarking Report, Whatever

Buy or Sell a Financial Planning Practice

Miscellaneous Pages of Interest
(are listed below)

Primer Tutorial to Learn the Basics of Financial Planning Software

About the Department of Labor's New Fiduciary Rules

Using Asset Allocation to Manage Money

Download Brokerage Data into Spreadsheets

How to Integrate Financial Planning Software Modules to Share Data

CRM and Portfolio Management Software

About Monte Carlo Simulators

About Efficient Frontier Portfolio Optimizers

Calculating Your Investment Risk Tolerance

About Discount Brokers for DIY Money Management

About 401(k) Plan Management

Buy now with your Visa or MasterCard by calling (503) 309-1369

Buy now using the secure credit card ordering form

Buy now using PayPal

SRP Retirement Planner Prices Unsupported


With E-mail Support


Phone and E-mail Support


Lifetime Subscription
(pay once and never pay again)
N/A N/A $70

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