Review Detail
Overall rating
3.8
Company
4.0
Interface
4.0
Integration
2.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
Resonable cost, responsive company, flexible program
Used the program for several years. Money Tree continues to enhance and improve.
User Review
The Good
Provides trace capabilities to determine where the numeric results come from
The Bad
No repeat capability for multiple future expenses such as vehible purchases. Attended training session, Silver in the morning, TPS (golden years/easy money) in the afternoon. Silver training was valuable, TPS was not much of an overview when it is more detailed and difficult to use all the features.
The Bottom Line
Flexile, good value
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