Ordering Asset Allocation Models

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.

Supported means you can get help. Unsupported means you'll have to figure it out on your own via the directions. You can always get support if you find something wrong with a program, even if you didn't buy support.

Tips for getting orders approved outside the U.S.

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Everything listed below comes with the current mutual fund picks one-time, but to keep them updated you'll need to buy the monthly update option.

E-mail Delivery Prices

 

E-mail-supported One-time Asset Allocation Models and Mutual Fund Picks: $150 Go to the Secure Form

E-mail and Phone Supported One-time Asset Allocation Models and Mutual Fund Picks: $175 Go to the Secure Form

 

E-mail-supported One-time Allocation Models and Mutual Fund Picks, with Investment Fact Finder: $174 Go to the Secure Form

E-mail and Phone Supported One-time Allocation Models and Fund Picks, with Investment Fact Finder: $199 Go to the Secure Form

 

E-mail-supported One-time Asset Allocation Models with only the Mutual Fund Picks Updated Monthly for One Year: $197 Go to the Secure Form

E-mail and Phone Supported One-time Asset Allocation Models with only the Mutual Fund Picks Updated Monthly for One Year: $224 Go to the Secure Form

 

E-mail-supported One-time Asset Allocation Models with only the Mutual Fund Picks Updated Monthly for One Year, with Investment Fact Finder: $223 Go to the Secure Form

E-mail and Phone Supported One-time Asset Allocation Models with only the Mutual Fund Picks Updated Monthly for One Year, with Investment Fact Finder: $248 Go to the Secure Form

 

E-mail-supported Asset Allocation Models with Mutual Fund Picks, Both Updated Monthly for One Year: $350 Go to the Secure Form

E-mail and Phone Supported Allocation Models with Fund Picks, Both Updated Monthly for One Year: $400 Go to the Secure Form

 

E-mail-supported Asset Allocation Models with Mutual Fund Picks, Both Updated Monthly for One Year, with Investment Fact Finder: $374 Go to the Secure Form

E-mail and Phone Supported Asset Allocation Models with Mutual Fund Picks, Both Updated Monthly for One Year, with Investment Fact Finder: $425 Go to the Secure Secure Form.

 

E-mail and Phone Supported Lifetime Subscription for the Models and Mutual Fund Picks, with Investment Fact Finder: $1,750 Go to the Secure Secure Form.