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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
Site Map
Site Info, History, Ordering Security, Privacy, FAQs
Questions About Financial Planning Marketing? Call (800) 658-1824 or Send E-mail
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
Free Real Estate Calculators
Free Debt Calculators
Free Investment Calculators
Free Tax Calculators
Free College Calculators
Free Insurance Calculators
Free Business Owner Calculators
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
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We Have Three Marketing Products for Financial Planners, and
Three Services
• A do-it-yourself
marketing financial seminar in PowerPoint.
• Color "tri-fold brochure" with basic marketing stuff about you and your firm.
• Client
fee-based contracts / agreements. This is the main agreement between you and the client for fee-based and fee-only money managers.
• We are partners with
financial planner coaches.
• We also are partners with
RIA set-up consultants.
• We're a partner with a
service making introductory
videos for your website.
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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
Life Insurance Needs Calculator
Rental Real Estate Analysis Software
Net Worth Calculator
College Savings Calculator
Money eBook for DIY Investors and Financial Advisers
Financial Planning Seminar
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
Free Financial Planner Directory
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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