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Designed By Professionals, For Professionals TOP
MasterPlan was created by highly competent, experienced, and successful planners, accountants, and tax consultants. Together they designed a superlative planning package providing accurate, sophisticated, and practical calculations for either standalone or comprehensive planning.

Development continues, guided by an advisory board of distinguished professionals from diverse backgrounds in the financial industry. Coupled with feedback from all our loyal and enthusiastic users, this makes MasterPlan's design eminently practical and responsive.

Comprehensive and Integrated TOP
MasterPlan keeps track of all a client owns, owes, earns, spends, and pays in taxes for the current year, for every year to retirement, and beyond to life expectancy. MasterPlan can analyze all major aspects of a client’s current and prospective financial situation. MasterPlan's analytic capabilities include the following (click on any of these areas to go to a more detailed description on a separate page):

MasterPlan is truly integrated. You only have to enter a data item once, and it flows throughout the system. Whenever that data is needed, it is always accessible. MasterPlan orchestrates the interactions of all elements of its data-base when calculating reports.

For example, if you enter the property tax on a rental property, MasterPlan adjusts cash flow for the cost, adjusts income taxes for the write-off, and calculates the property's investment return based on the client's tax bracket (which can be automatically calculated). MasterPlan knows when passive losses can be applied, according to the nature and amount of your client's income. These calculations are provided by the entry of one asset!

MasterPlan produces an audit trail: It shows the contributions of assets and liabilities to taxes, income, net worth, cash flow, liquidity, and retirement plans, broken down into several subcategories.

MasterPlan prints a statement of financial condition: It analyzes net worth, and lists asset and liability totals and detailed audit trails.

Well-Balanced and Focused TOP
MasterPlan provides you with the tools you need to provide the best service possible to the widest range of potential clients—from those who are just starting out in their careers to those with a high net worth and seemingly secure futures.

Suppose your clients want to know if they should buy a house or continue to rent. Have they saved enough for retirement? Should they invest in a program that offers tax credits? With MasterPlan, you can focus on each client’s specific needs. These needs determine which reports you present. Because MasterPlan provides you with such a broad spectrum of planning functions, your approach can be appropriately focused and also well balanced.

Motivate Your Clients! TOP
From our library of cleanly and elegantly formatted reports, you can easily pick and choose those that will inspire your clients to accept your recommendations. These reports vary from quick summaries to detailed audit trails. They illustrate outcomes if your clients continue on their "unadvised" course, or if they follow your professional advice.

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