Financial Planning Consultants


Plan Builder - is a sophisticated, interactive financial planning system for the pertinent issues you need to know about every day. 


Thank you for your interest in Plan Builder , the real-time interactive tool for developing comprehensive and accurate personal financial plans.


Plan Builder is 100% integrated software with powerful features that let you cover all the critical financial planning issues quickly and easily. We are confident that you will see the benefits of using Plan Builder, including the interactive Scenario Manager. Scenario Manager lets you adjust more than 80 financial variables to develop virtually unlimited “what-if” scenarios – including Monte Carlo simulations – then calculate and graphically display the results immediately.

Cover the financial essentials more efficiently

Retirement Planning       Income Tax Analysis       Life & Disability Insurance Needs

Estate Planning                Cash Flow Analysis          Investment Performance Analysis

Asset Allocation               Education Funding            Long-Term Care Needs


Plan Builder 30 Day Full-Function Trial - You are invited to try a 30 Day Full-Function Trial of Plan Builder Financial. This is a great opportunity to see how Plan Builder can work for your office.

Manage Expectations while you set the stage for your plan delivery. You can strengthen the justification of your planning services with the use of a Sample Plans.  Show your prospect a Sample of what they may expect to receive - let them touch it, feel it, examine the detail and professionalism.  Your closing ratio will improve and you will motivate your clients to take action! 

Click here to preview a sample of some of the reports and charts available with in Plan Builder.

At one of the most critical junctures of your prospect/client relationship the most valuable sales tools are:

Sample Plans

Careful Preparation 

Powerful Pre-Meeting Communications 

Your revenue is as stake and the Builder Suite can help!


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