MONEYEDGE PLANNING SOFTWARE

 

Harriman Financial developed a simple-to-use, simple-to-understand Financial Software program to help you organize your finances. 

The MoneyEdge is....
 

Easy To Understand :Unlike many industry financial programs, MoneyEdge creates simple, understandable reports. The program offers a simple step-by-step approach to help accomplish your goals.

Comprehensive : MoneyEdge presents a comprehensive “snapshot” of your finances: net worth, retirement, college, savings, income, taxes, insurance, and a Disappearing Debt report to help in the elimination of debt.

All In One Place : You can go to one place to see all your finances, now and in previous years.Tracking progress is made easy.

"What If"  Scenarios : You can check out the effects of retiring earlier, living longer, changing inflation, changing rates of return; you change a figure, hit “go” and the new numbers are instantly displayed.

Interactive : Your financial professional and you can make adjustments to your plan at any time. You can access your plan over the web, from your home,office, or anywhere you have Internet access.

Complimentary : Unlike many of our competitors we do not charge for value you may receive from the program. The initial MoneyEdge report is offered to all of our clients and prospective clients at no cost.

Confidential : The MoneyEdge is on a secure, password protected site.

There are two versions of the MoneyEdge: 

The MoneyEdge Express is a simplified version to allow a quick snapshot of your finances without going into extensive planning. To view a MoneyEdge Express report click on the thumbnail to the left. 

(Adobe Reader is required, click for free download)

Part of our introductory and complimentary service is to provide you with a MoneyEdge Express Report. If you'd like this service, click on the link below to download our one-page input form and fax it to 512-918-1902 and we would be happy to provide you with this report.

      MoneyEdge Express Data Input Form

 

 

The MoneyEdge Advanced  report is still simple to use and simple to understand while still providing a much more detailed report allowing for a more extensive financial planning model, including up to 10 separate reports:

To view a MoneyEdge Advanced Report click on the thumbnail to the right. 

To get more information about how the MoneyEdge system may help you, simply contact our office and we will be happy to work with you to develop a complimentary, personalized MoneyEdge.

* The following disclosures are applicable for the reports generated by the MoneyEdge:
  • MoneyEdge is not an accounting system, nor does it offer tax or legal advice. We suggest you consult your attorney, accountant or tax adviser for information concerning your particular situation.
  • The reports enclosed within are from information you provided to your adviser or what you inputted into the system. Projections are based on commonly accepted rates of return used in the industry and vary from a 0% rate of return to a maximum of 12% rate of return.
  • The results contained within may vary with each use and over time.
  • The reports generated do not determine, select, or contain any specific securities other than what your financial representative may recommend on the Action Plan report. Any recommendation naming a specific investment must be preceded or accompanied by a current prospectus. The prospectus contains detailed information about the investments, including charges, expenses, investment objectives and operating policies, so please read it carefully before you invest any money.

    IMPORTANT: The projections or other information generated by the MoneyEdge regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.