About MasterPlan Financial Software
- MasterPlan is a professional financial planning software package that can create quick worksheet reports or in-depth analyses of your client's situation.
It has many modules (including college planning, life insurance, retirement needs, statement of financial condition, real estate, etc.) and is particularly excellent in tax planning. It also has a robust "what-if" capability.
But if you don’t have the time to sit in front of the computer, let our MasterPlan staff create the reports for you for your client.