Site Information
Read About the Current Sale!
Confused? It Makes Sense If You Start at the
Home Page
Why We're Better
Product
List and Prices
Discounts for Financial Planners and Money Managers
How to Buy Software in General
Site Map
Site Info, History, Ordering Security, Privacy, FAQs
Questions About the Financial Planning Software? Call (800) 658-1824 or
Send E-mail
About
Getting Investment Software Approved by Broker Dealers and FINRA
Financial Plan Software Support
Financial Plan Integration
About
Portfolio Management Software
About Using
Monte Carlo with Investment Software
Testimonials
from Financial Planning Software Customers
Free Downloads and Money Tools
Free Sample Comprehensive Financial Plan
Financial
Plan Module Demos
Links to Other Personal Finance Websites
The World's Best Free Retirement Calculator
Other Free Retirement Calculators
Free Bond Yield Calculator
Our
Free Financial Calculators
Other Free Online
Financial Calculators
Free Family Money Calculators
Free Real Estate Calculators
Free Debt Calculators
Free Investment Calculators
Free Tax Calculators
Free College Calculators
Free Insurance Calculators
Free Business Owner Calculators
|
These are the HTML Freebies
Most
all free online financial calculators on the web
Comparisons with other financial planning software vendors
Financial planners can list their practices in the
financial planner directory, so investors can find them
Sample
comprehensive financial plan, and a tutorial on how to grow your business by knowing how
to present it
http://www.ejobs.com.au/fp1.html Financial
planning test battery - see if you have what it takes to make it in the financial planning
business
Read
about financial planning software FINRA and Broker Dealer compliance
All about using portfolio optimization software to create efficient frontiers
How to use the financial planning fact finders via
e-mail or online downloading
Financial Planning Fact Finding: Tutorial on financial data collecting, financial
data collecting sheets for use with financial planning software
Links to other investment and financial
websites (page 1 of 2)
Investing
links page 2 of 2
About using discount brokers to manage your own investments
Free basic online financial calculators
List
of most all free online business calculators
List
of most all free online college calculators
List
of most all free online debt and credit card calculators
List of most all free online family money calculators
List
of most all free online insurance calculators
List
of most all free online investment calculators
List of most all free online real estate calculators
List
of most all free online retirement calculators
List
of most all free online tax calculators
Financial
planning advice on why you should NOT wait to start collecting your Social Security
benefits
The short version of what
portfolio management software is, what it does, who makes it, and what it costs
Advice
on the recommendation: "Refinance your mortgage to drum up money to invest"
Tips for newbies thinking about putting on financial planning prospecting
seminars (bottom of this page)
Tips about Errors and Omissions (E&O) insurance
Something
everyone using or owning American Funds should read
The five most commonly used Investment Risk Tolerance Categories explained
Ancient lame letter for sending to prospects
before the first appointment
Sample marketing piece for fee-only
independent financial planners
Sample financial planning meeting agenda
Ancient lame letter for sending to prospects to do
homework before the second appointment
Short
primer on endowment funds
Opinion on
the usage of Hedge Funds
All about Benchmark investment
portfolios
Tutorial
on Monte Carlo: What it is, why you're hearing about it, what it's good for, and what it's
not good for
Tips
on why you don't need to Dollar Cost Average when you use asset allocation
Opinion
on private money managers vs. mutual funds. Common sense tips for hiring managers
Sample excerpt of the money eBook about money
management
How to fire FINRA and your Broker Dealer to become your
own fee-only RIA (Registered Investment Advisor)
Tips on buying
personal computers that will save you lots of time, money, and grief
Hourly Consulting
Help on using MS
Excel
Printing in Excel tips
Another Excel help page
Generic Tip: If you're shopping for financial
planning software, see if the vendor has a link on their home page that says anything
like: Bug list, patches, known problems or issues, Beta, etc. This is a red flag that
their investment software is full of bugs (that never get fixed).
The free non-HTML downloads are on Page 1 of 2
|
Product Information
Menu of Retirement Planning Software
Asset Allocation Overview with Our Historical Returns
Asset Allocation Software
Asset Allocation Models with Our Historical Returns
Our Monthly Updated Mutual Fund Picks
Financial Plan Tools
Family Budgeting Calculator
Financial Planning Fact Finders
Investment Policy Statement Software
Bond Calculators
Investment Software for Comparing 22 Methods of Investing
Buy Term
Life Insurance and Invest the Difference in Mutual Funds vs. Whole
Life Insurance Calculator
Real Estate Software
Net Worth Calculator
Life Insurance Software
College Planning Software
Financial Planning eBook
Minimum Required Distribution Calculators
About
Investment Risk Tolerance
Contents of a New Fee-Based Prospect Binder
Services
Fee-only Financial Planning and Investment Consulting for Consumers,
Investors, and Financial Planners
Building Custom
Investment Benchmark Portfolios
Financial
Planner Directory
How to Become Your Own RIA
Coaching for Financial Planners
Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans |