The American Dream PlannerTM is financial, estate and legacy planning software for financial planners, attorneys, accountants, insurance agents, trust officers and other professional advisors to help their clients achieve their personal American Dream.
Please explore our site. See why the American Dream PlannerTM is not only great software but discover how our website helps connect the entire team of planning advisors. Now, with the version for AndroidTM, the client is a participating member of that team.
Become part of that community.
Now available for WindowsTM and AndroidTM
Multi-client version for AndroidTM is now available!