MasterPlan Financial Software

Member Description

In 1984, Larry Newman, a well-known and highly successful planner in Northern California, set out to develop a comprehensive financial planning program. Known by many for his radio show in the early 80's, Mr. Newman set out to create a tool that would satisfy his clients?from those just starting out in their adult life to the millionaires who needed to investigate ways to lower their taxes. He demanded that the system have a powerful what-if capability, so he could properly analyze the effects of repositioning the assets of his high-income clients.

First released to local planners in January of 1985, MasterPlan was the fastest, most powerful, most analytical, and most accurate of all the financial planning tools available. Development has continued over the years, keeping pace with changes in technology and tax laws, and incorporating suggestions by the many knowledgeable users of the program, the programming staff, and our Board of Advisors, which includes professionals from all disciplines of the financial planning industry.

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