MasterPlan Financial Software Information

MasterPlan Financial Software is a software manufacturer & service company which provides a financial planning software product to professional Financial Advisors who provide all or part of a personal financial plan to their clients. MasterPlan’s financial planning software keeps track of all a client owns, owes, earns, spends, receives in social security, & pays in taxes from the current year through retirement & beyond to life expectancy. We've everything you expect, such as retirement planning, estate planning, capital needs (life insurance), budgeting, what-if scenarios, disability & education needs analyses, cash flow & tax planning, balance sheets, etc. Moreover, we've many unusual features like business valuation, real estate analyses & investment modeling. We not only excel in risk analysis, tax planning & long-term projections, but also at presentation. We've unlimited ad hoc & many predefined graphs, text reports, one-page summaries & a detailed projection report for the most analytical & picky. Thus, we're not only one of the most powerful & flexible programs, but we can produce selective reports & graphs for client presentations catering to the verbal, visual, bottom-line or detailed client mindsets.