J&L Software LLC - Retirement and Financial Planning Software
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J&L Financial Planner

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Download the Financial Planning Software - Professional Version
Download the Professional Version

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Screen Reports

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It's Top-Rated!

J&L's financial planning software receives the top rating of 5 stars from ZDNet
Top-Rated
5 stars from ZDNet

J&L's financial planning software receives the top rating of 5 cows from Tucows.
Top-Rated
5 cows from Tucows

J&L's financial planning software receives the top rating of 5 stars from WorldSSP.net

Top-Rated
5 stars from WorldSSP.net

J&L Financial Planning Software

Financial Planner - Professional Version - $139.95
for Windows 95/98/ME/2000/XP/Vista/Windows 7/Windows 8

Don't put off planning your financial future!

"Professional features and quality -- yet easy to use by the non-professional."

The Professional version incorporates a Monte Carlo and Historical Return Analysis.

What is Monte Carlo Analysis and why do you need it?

What is Historical Return Analysis?

A comprehensive, easy to use approach to your retirement and financial planning.

  • You can easily create a financial plan for your retirement and other personal financial planning.
  • It provides the financial planning tools you need to create a comprehensive financial plan.
  • You can plan for your current and future financial events.
  • You can track your investment, tax free, retirement, and other asset and equity accounts.
  • Export your results to spread sheets and data bases.
  • It imports your account balances from other financial software, data bases and spread sheets.
  • It gives you a year by year detailed retirement plan, financial plan and results report.
  • You can manage and track your credit card debt.
  • Play 'What If" with your financial plans with scenario event groups.
  • Find out if a Reverse Mortgage is right for you.
  • Find out if a Home Equity Line of Credit (HELOC) is right for your financial planning objectives.
  • Make lump-sum or periodic payments to your mortgage principal.
  • Track your investment real estate including itemized income and expenses.
  • You can create unlimited budgets itemizing income and expenses.
  • Asset allocation withdrawal options.
  • Rebalance up to 5 separate account groups yearly or multi-yearly.
  • It calculates your Required Minimum Distribution (RMD.)
  • Revenue Code Section 529 (College Savings Plan) implemented.
  • Rule 72T withdrawals implemented (Click here for discussion.)
  • Monte Carlo Analysis (Click here for discussion.)
  • Historical Return Analysis ( Click here for discussion.)
  • Asset Allocation
  • Customizable Reports
  • Customizable Graphing
  • Numerous reports and report options.
  • And much more!

In their September 18th issue Barron's had this to say about our financial planning software.

"If desktop software is more to your liking, J&L Financial Planner (www.jlplanner.com) is the most flexible, sophisticated package we found." , "Redoing the Family Office", by Kathy Yakal, Barron's, Dow Jones Business and Financial Weekly: Electronic Investor Section, September 18, 2006

The J&L Financial Planner Allows You to Choose Your Own Level of Detail

In a few minutes you can create a simple "broad brush" financial plan, and as you become more familiar with the program, you can add detail to create a very comprehensive plan. As reported in the BusinessWeek article, "Getting with the Retirement Program"by Ellen Hoffman, July 25, 2005, "J&L produces a year-by-year report -- which it calls a scenario -- for the rest of your life, including excruciatingly detailed data on just about any financial event you can think of, ranging from getting a $100 rebate on your recently purchased computer to receiving a large inheritance."

Other Reviews

Accounting Today magazine, in a recent article, included the J&L retirement and financial planning software as "best of breed."

"J&L's retirement and financial planning software is a cost-effective program for developing strategies for retirement, education, home ownership and other goals; showing how those strategies are affected by life financial events such as inflation, taxes, mortgages and loans; and creating viable options in the plan through calculators for mortgages, refinance analysis, accelerated mortgage payments, inflation, trade-off analysis, required minimum distributions and credit card payoffs." "Modules, specialty tools define 2004 PFP software", by Dave McClure. Accounting Today Vol. 18 No. 5 March 15-April 4, 2004 Full text of the above review.

In 2003 Accounting Today had this to say about the J&L's financial planning software.

"Imagine a $59.95 retirement and financial planning software program that also has calculators for mortgages, refinance analysis, accelerated mortgage payments, inflation, trade-off analysis, required minimum distributions and credit card payoffs -- then add Monte Carlo simulation, ability to import or export tab- or comma-delimited files, and a 64-page PDF instruction manual." "Basic analysis tools cover the gamut of PFP practices", by Steven Levey. Accounting Today Vol. 17 No. 5 March 17-April 6, 2003 Full text of the above review.

In 2001 when Tucows reviewed J&L's financial planning software and awarded the planner its top rating the reviewer stated:

"The J&L Financial Planner is the ultimate financial planner. It is easy-to-use and generates concise results. And it is loaded with features to cover the various financial events in your life." The review goes on to state "This user-friendly program makes it easy for anyone to do their financial planning. You can prepare for financial events before they happen. It is a good way to organize and manage your finances."

In 2001, when ZDNet awarded the J&L Financial planner its coveted Editor's Pick 5-stars, a ZDNet on-line article chose the J&L Financial Planner as one of the 3 programs you should use to get your financial affairs in order. ZDnet Anchor Desk Review

Purchase on-line from one of these secure sites:

Purchase the Financial Planning Software now at www.swreg.org

Purchase the J&L Retirement Planning Software NOW at www.FastSpring.com

To purchase by mail click here --> Purchase the Financial Planning Software by Mail

Purchase our Financial Planning Software on-line from one of these secure sites:

Purchase the Financial Planning Software now at www.swreg.org

Purchase the J&L Retirement Planning Software NOW at www.FastSpring.com

There are three versions of the Financial Planning Software

Regular - $79.95

Retirement - $99.95

Professional - $139.95

Compare Features of the 3 Versions of the Financial Planning Software
Compare the 3 Versions of J&L's Financial Planning Software

These features are included in all 3 versions of the financial planning software.

J&L Financial Planning FAQ

It's Top-Rated!

J&L's financial planning software receives the top rating of 5 stars from Paul's Picks

Top-Rated
5 stars from Paul's Pick

J&L's financial planning software receives the top rating of 5 stars from SoftPicks.net

Top-Rated
5 stars from SoftPicks

J&L Software's Financial Planner Home Page

J&L Software LLC
203 Clubside Drive
Taneytown, MD 21787
A member of ASP (Association of Software Professionals)

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