Take a look at example calculations here, then request the programs you are interested in, and we will email you the free Excel programs. Your email address will not be sold or shared with anyone.

This program will calculate your future resources based on more detailed information about your present earnings and spending patterns.
Advanced Financial Planning Program

This program will project how long your resources will last based on more detailed lifestyle spending patterns.
Advanced Retirement Planning Program

This program will prepare a financial plan for your heir or survivors to use for estate planning.
Survivor Planning Program

These programs will design a portfolio to achieve the goals you developed in the planning programs.
Portfolio Planning Programs
Selections Worksheet Equal Investment
Analysis Results Equal Investment
Selections Worksheet Custom Investment
Analysis Results Custom Investment