other products:

  FPLAN 

• Budget
  Analyze monthly and annual cash flow including taxes. Allows for 23 pre-defined categories plus 10 of your choosing.
• Net Worth
  Efficiently gather all taxable and retirement financial assets. You may also include real and personal property assets and liabilities to quickly and accurately assess net worth.
• Economic Assumptions
  Quickly communicate the real rate of return, after inflation and taxes, on any investment and the minimum return required to maintain purchasing power.
• Education Funding
  Computes the current funding levels necessary to finance specific education goals for up to 5 children
• Pre-retirement Analysis
  Performs a quick analysis of the current funding required to attain a desired income level at a specific retirement date. Allows for any combination of return, tax and inflation rates.
• Life Insurance
  Performs a needs based analysis of the income and capital requirements necessary to provide a desired level of protection.
• Estate Liquidity Analysis
  Analyzes whether there is sufficient liquidity to meet the requirements of an estate, including taxes.
• Disability Insurance
  Performs an income needs analysis indicating whether sufficient cash flow is available in the event of the loss of current income.

First Financial Software

FPLAN
(Windows 95 or later)

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