VeriPlan is only $39.95 with FREE shipping in the U.S.A.

PayPal will automatically return you to The Skilled Investor website upon completion of your order. 

As a personal financial planning software product, VeriPlan is licensed directly to end users for the personal and non-commercial use of one household. The VeriPlan software product consists of the VeriPlan CD and an End User License to Use the VeriPlan software. The VeriPlan CD contains the VeriPlan personal financial planning software, the VeriPlan tutorial, and other files. 

In most cases, Lawrence Russell and Company will ship VeriPlan to you on the first business day following our receipt of your order. Please allow up to 10 days for VeriPlan to be delivered to you by the United States Postal Service, although delivery times are usually faster. 

Your $39.95 payment is to be made in U.S. dollars. California residents will pay 8.25% sales tax.  Orders shipped to residents of other states will not be charged sales tax. Shipping and handling within the 50 United States is free.

If you are a U.S. taxpayer residing outside the U.S., we will confirm that you are a U.S. taxpayer via an email, once we receive notice of your order from PayPal. (This prevents mis-understandings related to non-U.S. taxpayers.) At that time, you will also be invoiced separately for a $10 international shipping and handling fee, and we will reconfirm shipping instructions to ensure that your shipment can clear customs and be delivered by a responsible carrier.

VeriPlan is only appropriate for persons and their families who are subject to United States federal income tax laws. Non-U.S. taxpayers should read the tax note at the bottom of this page.  

VeriPlan for Financial Advisors:

In the hands of a truly valuable financial advisor who uses cost-effective and scientifically grounded strategies, VeriPlan can be a powerful value-added tool. These advisors can offer VeriPlan as a value-added component of their financial and investment planning services offering. For their interested clients, these advisors can acquire individual, personal use VeriPlan licenses to provide to their clients. Through this arrangement, both the client and the advisor can use VeriPlan to further the client’s long-range financial planning interests. Quantity discounting for advisors is available on orders of 10 or more units of VeriPlan. If you are a financial advisor and want to learn more, please click on this link.

For United States Taxpayers Only:

VeriPlan licenses are available for purchase only to personal, non-commercial buyers who are subject to United States taxes. VeriPlan’s projections model current U.S. tax laws, rules, regulations, rates, and limitations. Furthermore, VeriPlan incorporates current U.S. tax laws regarding tax-advantaged retirement investment accounts, which can significantly affect projected asset values and the order and timing of investment portfolio asset deposits and withdrawals. Therefore, it would not be appropriate for persons to use VeriPlan, who are subject to other national tax jurisdictions.

These terms of purchase are subject to change without notice at the sole discretion of Lawrence Russell and Company, but will not change for any order that has already been received from a customer.