Some software will tell you what your weatlh is. The American Dream Planner will tell you what it can be.

1. Some software will tell you what your wealth is. The American Dream Planner™ will tell you what it can be.™ Free download of demo-version is available at our website! (c) American Dream Planner LLC 2011 All Rights Reserved

2. It is comprehensive and comprehensible. Can be used for basic as well as advanced planning techniques. It is fast …very fast. All inputs are linked to output displays in a unique split screen that provides instant feedback on all choices. You literally “see” the solutions and problem areas. (c) American Dream Planner LLC 2011 All Rights Reserved

3. It meets the needs for all professional advisors to effectively communicate using the same information. Developed to share ideas, test multiple combinations of choices with a goal of finding practical solutions for financial and legacy goals. Accountants and Attorneys: Income, gift and estate tax calculations with bypass, marital, charitable, grantor and insurance trusts, portability, discounts and more. Financial planners and private client advisors: Be more productive. Create scenarios in just minutes. Compare any three on-screen at one time! Multiple investment portfolio modeling, Monte Carlo, unlimited real property, businesses, tax deferred accounts, insurance, income and expenses and much more. All inputs and planning choices are fully integrated with all financial and estate planning elements with no modules or add-ons to buy. (c) American Dream Planner LLC 2011 All Rights Reserved

4. The American Dream Planner™ was developed to be the nation’s first common platform for clients and their different professional advisors to efficiently share ideas and find practical solutions to the clients’ goals. Multiple versions are available, all of which can share data (encrypted) allowing the client and all members of the client’s advisors, for the first time, to actually work together as a team. Personal Edition (average client) $ 75.00 Pro Client Edition (high net worth client) $250.00 Advisor S-Edition (small office) $450.00 Advisor L-Edition (large office) $800.00 Academic Edition (student) $120.00 Convert Pro Client or S-Edition to an Advisor L-Edition $650.00 Come visit us and see for yourself. A free demonstration version is available at our download center or give us a call toll free at 866-375-2589. https://www.americandreamplanner.com (c) American Dream Planner LLC 2011 All Rights Reserved