The American Dream Planner™ is software that projects the results of financial and legal choices made over a lifetime. To be effective it accepts an unlimited number of investments, real property, business interests, life insurance, income and expenses. Combining these attributes of wealth is how analysis is done. Legal planning techniques are seamlessly integrated to create a comprehensive software solution for personal or client needs. All versions use the identical calculating engine.

The American Dream Planner™ helps you create a budget, plan for retirement or handle more advanced goals in a highly interactive and visually engaging manner. Stress-test your choices and compare any number of choices side-by-side. Customizable templates for printed reports complete the package.

Cut your costs without sacrificing your services using the American Dream Planner™:

1. It handles a very wide range of cases (doing the work of one or more software programs).
2. It does it quickly (making your office more productive).
3. It can be learned quickly (making it the most cost effective solution available today).

The Professional Edition has no restrictions or limitations except for the number of clients (single persons or married couples) that it will analyze. The Single client edition is best suited for high net worth individuals or married couples. The ten client edition is for professional advisors who want a low cost way to test the software with actual clients to determine if the software is best suited for their practice and can be later converted to an unlimited edition. The unlimited edition is designed for professional advisors to use in their daily practice.

The Personal Edition is identical to the Pro Editions with the following exceptions:

1. You cannot modify the software’s six point/click investment allocation models.
2. You cannot run Monte Carlo simulations.
3. Charitable Remainder Uni-Trusts (CRUTs) are read-only.
4. Grantor Retained Annuity Trusts (GRATs) are read-only
5. You cannot input Self-Canceling Installment Notes (SCINs)