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With more that 15
years of refinement, our
software has
evolved into the
premier
financial
planning tool for the
professional financial
planner. Graphs
provide a
year-by-year picture of
the client's lifestyle throughout all stages of
their lives, and how
they may benefit from following a
specific course of
action. We
follow-up that
illustration
with detail of
each cash flow
and accumulated
asset value.
Why don't
you offer the
software
directly to
financial
planners?
In order to
provide the comprehensive
financial
planning that
reflects the
uniqueness of
each client, we
often need to
incorporate a
level of
customization to
each plan.
To facilitate
that
customization,
the software
must be flexible, allowing client data
to be entered in
locations that
affect taxation of cash flows
differently.
Because of the
many options and
variables
available in our
software, a
detailed users
manual would be
required in
order for users to understand
how the software
treats specific
tax issues, so client data is
recorded in the
appropriate
place.
Unfortunately,
it's this power and flexibility
that increases the
learning curve
beyond that,
which most
planners expect
from a commercially
available financial
planning program. We
believe that commercial sale
of this financial
planning
software would
require
extensive
training and
customer support,
and thus be
impractical from
our perspective.
We strive for
total customer
satisfaction,
and that means
we give full
attention to
each planning
assignment.
Our BASIC
service provides
the life plan
your clients
want to see, and
our detailed written
description
explains the
numbers for your
plan
presentation,
and your
clients future
reference.
We eliminate
the learning
curve, making
our clients' more
efficient.
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