Ordering Financial Planning Fact Finders

If you want more financial planning software than what's below, e-mail your list or call (800) 658-1824, for a discounted price.

Prices below are the total U.S. dollar amounts billed. They include all taxes, handling, normal delivery charges, etc.

E-mail delivery is usually same day, but could take up to two days. CD postal delivery is about five days.

Tips for getting financial tool orders approved outside the U.S.

______________________________________________________________________________

Important Tip: Sorry, but due to low-tech bank software, please remember what you ordered, because you'll have to input that into the comment field of the secure form.

E-mail Delivery Prices

The only Fact Finder an investor / consumer would need is the Investment Fact Finder

Investment Fact Finder and Investment Risk-Tolerance Calculator (part of Fact Finder Part I): $30 Go to the Secure Form.

Cash Flow/Incomes/Expenses (part of Fact Finder Part II): $14 Go to the Secure Form.

Estate Planning / Insurance (Life, DI, and P&C) Summary Fact Finder (part of Fact Finder Part II): $11 Go to the Secure Form.

College Planning: $5 Go to the Secure Form.

Retirement Planning (part of Fact Finder Part II): $9 Go to the Secure Form

Existing Client (investment and retirement): $17 Go to the Secure Form

Business Owner Fact Finder: $18 Go to the Secure Form

Fact Finder Part I: $39 Go to the Secure Form

Fact Finder Part II: $39 Go to the Secure Form

Part III (asset data): $29 Go to the Secure Form

In-Person Interview Fact Finder: $59 Go to the Secure Form

Parts I and II: $69 Go to the Secure Form

Parts I, II, and III: $79 Go to the Secure Form

All Three Parts and Business and Existing Client: $89 Go to the Secure Form

In-Person Fact Finder with Fact Finder Part II: $89 Go to the Secure Form

In-Person Fact Finder with Fact Finder Parts II and III: $99 Go to the Secure Form

All Fact Finders (Everything above): $139 Go to the Secure Form

All Fact Finders (Everything above) with Investment Policy Statement: $149 Go to the Secure Form

Prices with CD Delivered via Regular U.S. Postal Mail

Investment Fact Finder and Investment Risk-Tolerance Calculator (part of Fact Finder Part I): $38 Go to the Secure Form.

Cash Flow/Incomes/Expenses (part of Fact Finder Part II): $23 Go to the Secure Form.

Estate Planning / Insurance (Life, DI, and P&C) Summary Fact Finder (part of Fact Finder Part II): $20 Go to the Secure Form.

College Planning: $13 Go to the Secure Form.

Retirement Planning (part of Fact Finder Part II): $18 Go to the Secure Form

Existing Client (investment and retirement): $26 Go to the Secure Form

Business Owner Fact Finder: $27 Go to the Secure Form

Fact Finder Part I: $44 Go to the Secure Form

Fact Finder Part II: $48 Go to the Secure Form

Part III (asset data): $37 Go to the Secure Form

In-Person Interview Fact Finder: $64 Go to the Secure Form

Parts I and II: $78 Go to the Secure Form

Parts I, II, and III: $88 Go to the Secure Form

All Three Parts and Business and Existing Client: $98 Go to the Secure Form

In-Person Fact Finder with Fact Finder Part II: $98 Go to the Secure Form

In-Person Fact Finder with Fact Finder Parts II and III: $108 Go to the Secure Form

All Fact Finders (Everything above): $148 Go to the Secure Form

All Fact Finders (Everything above) with Investment Policy Statement: $158 Go to the Secure Form