The Skilled Investor

Download the Free VeriPlan Tutorial Here

To help you to learn what VeriPlan could do for you, we provide for free downloading, the 'Sue and Sam Saver' VeriPlan tutorial file. This 'Sue and Sam Tutorial' is built upon the full function version of VeriPlan. This tutorial is not user changeable (except for the investment portfolio cost control), so that the tutorial data and tutorial commentary by Sue and Sam will remain consistent with each other.

The free tutorial file demonstrates a full and comprehensive VeriPlan lifetime financial projection for Sue and Sam Saver. Sue and Sam are a typical, successful professional couple, 29 and 31 years old, with two young children whom they intend to send to college. Currently they rent their residence, but they plan to buy a home with a mortgage in three years. One of them works for salary and the other has a profitable early stage small business. They have acquired both debts and financial assets. They have chosen to purchase investments through and be advised by a full-service broker, and they pay investment costs that are typical of such a relationship. They also own an inherited rental property.

VeriPlan helps you to save thousands of dollars

By giving you the information that you need to improve your personal financial planning and investing decisions, VeriPlan helps you to save thousands of dollars annually. You do not need to be wealthy for this to be true. More modest near-term savings can rapidly escalate into saving thousands of dollars annually in future years.

VeriPlan is designed to help you pursue scientifically based financial strategies

VeriPlan's set of integrated financial calculators and investment calculators offers you unprecedented direct control to perform your own automated personal financial planning. VeriPlan's functionality also implements the principles of scientific finance. VeriPlan's internal documentation and its links to scientific finance information on the web help you to understand scientifically based personal financial planning and investment strategies.

You get a full and unconditional 30-Day VeriPlan User Satisfaction Guarantee

Lawrence Russell and Company offers an unconditional 30-day money back satisfaction guarantee for VeriPlan. If for any reason you are not completely satisfied with the VeriPlan software product during the first 30 days after your purchase, uninstall and return VeriPlan for a refund of your license purchase price and any sales tax that you paid.

Executive Summary of VeriPlan

The VeriPlan personal financial planning software gives you significant personal insight into your most important financial planning and investment portfolio management decisions. Through comprehensive and customized lifetime projections, VeriPlan's financial calculators model your personal finance situation across your adult lifecycle. VeriPlan's fully integrated financial calculators project scenarios about your income, expense budget, debts, investment assets, investment returns, and investment costs within the context of the U.S. federal, state, and local taxes that apply to you.

VeriPlan's 10 Financial Planning Tools and Financial Calculators

The VeriPlan personal finance software gives you significant personal insight into your most important financial planning and investment portfolio management decisions. Using VeriPlan's rich set of 10 fully integrated what if financial planning tools and financial calculators, you can take greater control of your own financial planning and personal investment decision-making.

VeriPlan for advisors

Financial advisors can enrich their client relationships by offering VeriPlan as a value-added service component. Through a special arrangement, one client and an advisor can each share one copy of VeriPlan. They can work together actively with VeriPlan to further the clients long-range financial planning interests.

VeriPlan - Your Personal Financial Lifecycle Planner

VeriPlan's sophisticated and fully integrated personal financial planning calculators automatically project comprehensive personal finance and investing scenarios across your lifetime. VeriPlan is the most comprehensive, automated, cost-effective, and easy-to-use personal financial planner available anywhere.

Read the VeriPlan Product Overview

The VeriPlan Product Overview provides an eight-page summary of VeriPlan's extensive capabilities. We have provided two methods for you to read this helpful overview. First, you can download an Adobe Acrobat version of the VeriPlan Product Overview, which you can save, read, and print on your personal system. Second, you can read this document on The Skilled Investor website in a series of seven linked web pages.

Find Answers to Frequent Questions about the VeriPlan Financial Planning Software

The number of questions and answers about the VeriPlan financial software became too numerous for a single web page. Therefore, we have been transferred these questions and answers to a more structured FAQ module. Please click on the link provided to be taken there.