Ordering All of the Model Portfolios for Financial Advisers

If you want more financial planning software than what's below, e-mail your list or call (503) 309-1369, 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.

Tips for getting orders approved outside the U.S.

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E-mail Delivery Prices

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-supported Monthly (you'll just get it once) Models and Mutual Fund Picks: $40 Go to the Secure Form.

E-mail and Phone Supported Monthly (you'll just get it once) Models and Mutual Fund Picks: $50 Go to the Secure Form.

 

E-mail-supported Monthly (you'll just get it once) Allocation Models and Mutual Fund Picks, with Investment Fact Finder: $50 Go to the Secure Form.

E-mail and Phone Supported Monthly (you'll just get it once) Allocation Models and Fund Picks, with Investment Fact Finder: $60 Go to the Secure Form.

 

 

E-mail-supported Paying Monthly for the Models and Mutual Fund Picks: $35 a month Go to the Secure Form.

E-mail and Phone Supported Paying Monthly for the Models and Mutual Fund Picks: $45 a month Go to the Secure Form.

 

E-mail-supported Paying Monthly for the Models and Mutual Fund Picks, with Investment Fact Finder: $45 upfront, then $35 a month Go to the Secure Form.

E-mail and Phone Supported Paying Monthly for the Models and Fund Picks, with Investment Fact Finder: $55 upfront, then $45 a month Go to the Secure Form.

 

 

E-mail-supported Models with Mutual Fund Picks, Both Updated Monthly for One Year: $400 Go to the Secure Form.

E-mail and Phone Supported Allocation Models with Fund Picks, Both Updated Monthly for One Year: $500 Go to the Secure Form.

 

E-mail-supported Models with Mutual Fund Picks, Both Updated Monthly for One Year, with Investment Fact Finder: $415 Go to the Secure Form.

E-mail and Phone Supported Models with Mutual Fund Picks, Both Updated Monthly for One Year, with Investment Fact Finder: $515 Go to the Secure Form.

 

 

E-mail and Phone Supported Lifetime Subscription for the Models and Mutual Fund Picks, with Investment Fact Finder: $5,000 Go to the Secure Form.