Free Personal Finance Software Downloads.

Some people have problems opening these kinds of files in their browser, which is what will probably happen if you regular left click on the links. So...

To download, Right click on a link, then choose "Save (Target) As..." to save to your hard drive. Then find it and open with Excel.

If you're getting various "password" errors when trying to get an Excel spreadsheet to open, then you may not have MS Excel (you probably just have MS Works). You'll need Excel to use most of these financial planning modules. To see, just go to Start, All Programs, and see if you have Excel loaded on your computer.

All of the dollar amount breakpoints are just examples. You should do whatever works best for your business.

The copyrights, notes, arrows, and text boxes shown are not on the actual programs. They're just to show off features and to scare off competitors thinking they can copy things and sell them.

Non-HTML Download Freebies

The world's most powerful Free online retirement calculator

The bond calculators "demo" has the most functional free bond yield to maturity calculator to be on the web

Our Free Financial Calculators

Free Personal Budget Software

Sample Comprehensive Financial Plan (choose between six PDF files below or many demo downloads from the html link):

Integrated sample financial plan
Sample plan (PDF 1 of 4)
Sample financial plan (PDF 2 of 4)
Financial sample plan (PDF 3 of 4)
Example of a financial plan (PDF 4 of 4)
Simple Financial Plan (PDF)

Directions for presenting the free sample financial plan to prospects and paying clients

User's manual for the integrated financial planning software

Confidential Report Cover (the first page of the client's financial plan reports)

Financial plan table of contents

Financial plan introduction page, and disclaimers, of the sample financial plan

Sample financial plan page showing the to do list of implementing the plan

Sample client Level of Services Tool (for showing clients what investment management services you offer)

The interview notes, concerns, and objectives page of the free sample financial plan

Explanation text that goes with the family budget software

Text that explains the net worth projection reports

Asset Allocation Report (detailed explanation of asset allocation software

RP Retirement Planner User's Manual

RWR Retirement Planning Software user's manual

Retirement Software Report - Detailed report explanation about retirement planning

Definition of common investment portfolio optimization terms

Sample receptionist script for prospects calling into the office

Word docx showing investment asset correlation coefficients

Directions on how to organize and save client computer work

Estate planning and document organizer for use with financial planning calculators

Client screening (to weed out undesirable financial planning clients and only have good ones

Financial planning services evaluation form for clients to tell their financial planners how they did after the financial plan was presented

Referral generator (mailing tool to accumulate investment client referrals

Financial planning discovery primer

Download a PDF file from the U.S. Bureau of Labor Statistics about being a financial planner. The PDF is here, and the site is: http://www.bls.gov/oco/ocos259.htm

A sample piece to help clients understand (Pershing) investment portfolio statements

A financial planning firm bio example

Registered rep training on how to manage fee-based investment accounts

Sample client newsletter about model investment portfolios

"Who the Players Are" A sample introduction to you, your firm, custodians, traders, and your Broker Dealer

Mutual Funds Prospectus management system example

Benchmark Portfolio Monthly Newsletter

The Social Security Administration offers their online benefit calculator to anyone. Their CD is $51, but it's available by free online downloading from this page (click here). Their program is called AnyPIA (Primary Insurance Amount) and is better than commercial programs that calculate Social Security benefits

Socially Responsible Investment Fact Finder

A cute visual aid that shows how the financial planner is the quarterback at the center of all of the other kinds of professionals (TIFF file - edit it with a graphics editor)

Timekeeping sheet (for tracking time spent on projects)

Those were the popular free financial software downloads

These below were just pasted from the non-HTML site map page, and has them all:

All Word Documents and Excel Spreadsheets in Alphabetical Order

401k_calculator_demo.xlsx - Demo for the 401(k) calculator program

401k_plan_management.docx - Relevant press articles about 401(k) plans

529_Plans.docx - Press articles about 529 college savings plans

About_hedge_funds.docx - Relevant article about hedge funds

Ameriprise_cloud_hacked.docx - Press articles about why you should avoid financial cloud computing

Annuity_Investing.docx - Articles about annuity investing

asset_allocation.xlsx - Asset allocation software demo

asset_allocation_text.docx - Report explanation text for clients to understand the Comprehensive Asset Allocation Calculator reports