Personal Finance Software for Investors and Financial Planning Software for Financial Planners.
How to Get a Free Financial Planner Listing

Free Financial Planner Listings

Pay Listings to Buy or Sell a Financial Advisory Practice

Site Information
(is listed below)

Confused? It Makes More Sense if You Start at the Home Page

Why We're Better at Financial Software

Price List of All Personal Finance Software Modules

How to Buy Money Calculator Software in General

Huge Discounts for Financial Planning Advisers and Money Managers

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

Financial Plan Software Support

Personal Finance Software Updates

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Free Downloads and Money Tools
(are listed below)

Free Sample Comprehensive Financial Plans

Free Downloads, Investing Tips, and Tutorials

All Financial Plan Software Module Demos Listed on One Page

Links to Other Personal Finance Websites

The World's Best Free Retirement Calculator

Other Free Retirement Calculators

Free Bond Yield to Maturity Calculator

Our Free Financial Calculators

Other Free Online Financial Calculators

Free Family Money Calculators

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Miscellaneous Pages of Interest
(are listed below)

How to Get Your Brokerage Account Data to Download into Our Financial Tools

About Financial Plan Software Integration

About Portfolio Management Software and CRM Software

About Using Monte Carlo with Personal Finance Software

About Portfolio Optimization

About Investment Risk Tolerance

About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors)

About Long-term Care Insurance Software

If you're a financial adviser that has a practice that specializes in financial planning, retirement planning, and/or investment management, then you can get a free listing on this page.

One of the benefits is that your website will have its PageRank increased with the link, so it will probably show up a little higher in organic Google search results.

It doesn't matter if you're a one-person practice just starting out, don't have a website, or if you've been the top producer at the largest wire house forever.

This is for humans only. This is also not for real estate nor credit / debt management professionals of any kind. If you don't offer financial planning, retirement planning or managed investments for clients, then this page is not for you.

It's organized by state and doesn't expire until you ask to be taken off the list.

E-mail addresses are not posted because that's just a spam magnet.

Below is a sample listing of how things will appear, so please take that into account when you send your request blurb.

Just send basic contact info and a one-line non-hyped description of what you do, please.

To get listed, just send an e-mail (please don't call unless you want to buy something).

Sample financial planner directory listing:

Washington State

Gotbucks Financial Services: Gotbucks.com  Smart T. Advisor, CFP, CFA
123 Affluent Lane, Ritzville, WA, 90000-1234    (206) 555-5555    We specialize in comprehensive financial planning and investment portfolio management for high-net worth individuals and businesses.

 

Go to the Financial Planner Directory

 

Here's a similar free page while on the same topic:

Pay Listing to Buy or Sell an Investment Management or Financial Planning Practice

 

Personal Finance Software Modules For Sale
(are listed below)

Fully-Integrated Financial Planning Software

Menu of Retirement Planning Software

Asset Allocation Overview with Historical Portfolio Performance

Comprehensive Asset Allocation Calculator

Asset Allocation Models with Investment Track Record

Monthly Updated Mutual Fund Picks

TVM Financial Tools and Free Financial Calculators

Free Personal Budget Software

Financial Planning Fact Finders

Investment Policy Statement Software

Bond Calculators

Investment Software for Comparing 27 of the Most Common Investment Strategies

Rental Real Estate Analysis Software

Net Worth Calculator

Life Insurance Needs Calculator

College Savings Calculator

Money eBook for DIY Investors and Financial Advisers

Marketing Seminar for Financial Planners

Financial Planning Marketing Tools

Our Unique Financial Services
(are listed below)

Fee-only Hourly Consulting on Anything You're Willing to Pay For

Using Custom Investment Benchmark Portfolios to Compare Performance

Coaching for Financial Planners

Pay Listings for Buying or Selling an Investment Management or Financial Planning Practice

Personalized Optimized Allocations for 401k / 403b and Similar Retirement Plans

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