Free Financial Plan Software Downloads
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1 of 2
|Go to the Free Financial Plan Demo Downloads|
(is listed below. The financial planning software modules for sale are on the right-side column)
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Free Downloads and Money Tools
|These are the HTML Freebies (webpages), so just regular left click to view them (there's no need to right click and download)
Most all free online financial calculators on the web.
Comparisons with other financial planning software vendors.
List your desire to buy or sell a financial planning business or see a list of people wanting to buy practices.
Sample comprehensive financial plan, and a tutorial on how to grow your practice by learning how to make sample plans and present them.
How to use the financial planning fact finders via e-mail or online downloading.
Financial Planning Fact Finding: Tutorial on financial data collecting for use with financial planning software.
About using discount brokers to manage your own investments and about custodians for money managers.
List of most all free basic online financial calculators.
List of most all free online business calculators.
List of most all free online college calculators.
List of most all free online loan, debt, and credit card calculators.
List of most all free online family money calculators.
List of most all free online insurance calculators.
List of most all free online investment calculators.
List of most all free online real estate calculators.
List of most all free online retirement calculators.
List of most all free online tax calculators.
Free financial planning advice on why you should not wait to start collecting your Social Security benefits.
The short version of what portfolio management and CRM software is, what it does, who makes it, and what it costs.
Advice on the recommendation: "Refinance your mortgage to drum up money to invest."
Tips for newbies thinking about putting on financial planning prospecting seminars (bottom of the page).
Something everyone selling or owning American Funds should read.
About the five most-commonly-used Investment Risk Tolerance Categories.
Old letter for sending to prospects to do homework before the second appointment.
Opinion on the usage of hedge funds.
About creating custom benchmark investment portfolios to properly compare investment performance apples-to-apples.
Tutorial on Monte Carlo: What it is, why you're hearing about it, what it's good for, and what it's not good for.
Tips on why you don't need to Dollar Cost Average when you use asset allocation techniques.
Opinion on private money managers vs. mutual funds. Common sense tips for hiring money managers.
Sample excerpt of the Money eBook about money management.
How to fire Finra and your Broker Dealer to become your own fee-only RIA (Registered Investment Advisor).
Tips on buying and living with personal computers that will save you lots of time, money, and grief.
This is the free downloads page 2 of 2. Go to downloads page 1 of 2 (non-HTML freebies)
Go to the page with the Free Financial Plan Demos
|Financial Planning Software Modules For Sale
(are listed below)
Financial Planning Software that's Fully-Integrated
Goals-Only "Financial Planning Software"
Retirement Planning Software Menu: Something for Everyone
Our Unique Financial Services
Mr. Market Timer's Unique Market-neutral Stock Market Timing Services
Miscellaneous Pages of Interest
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