Personal Finance Software for Investors and Financial Planning Software for Financial Planners.
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(is listed below. The financial planning software modules are on the right-side column)

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Price List of All Financial Planning Software Modules

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Questions About Financial Planning Software? Call (800) 658-1824 or Send E-mail

Free Downloads and Money Tools
(are listed below)

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(800) 658-1824

About Hearing a Disconnect Number Message

Our phone number is not disconnected.

Please just send an e-mail with your phone number and we'll call you back.

Once you're a customer, then you'll get the non-800 number that always works.

More about this is below the generic info.

_____________________________

Generic 800# Info
(More about disconnected messages is below)

Sometimes, we're away from the phone for days at a time. Mike is the only one allowed to do phone calls, because everyone else just screws things up.

If you get the answering machine, please leave a message with your name, phone number, and why you're calling. Mike will return all calls that have anything to do with sales or service ASAP.

If it keeps ringing, then we're on the phone talking about something important and don't want to do the call waiting thing.

Existing customers will be better served if they also leave their e-mail address in the message, so we can look them up in the database to help see what's going on.

If you do get the answering machine, then you may get a faster response by sending an e-mail also. Sometimes we have more Internet service than phone service (or we're on the phone).

If you're selling something, then your call probably will not be returned (because there's little-to-nothing anyone has that we want. People trying to get us to hire them to buy their search engine optimization - don't even bother). All of these people are and/or will be blocked by our magic privacy manager.

Please note that calling us to tell us that you ordered something, will not speed up product delivery. That's one of the highest priorities, so that's the very first thing we do when we can.

Also, it's assumed that when you call to place an order (or do it yourself via the secure forms), that you've already read the product page, the support page, the site Information page, and the update page.

In Northern CA: Why you're getting the "disconnected" message:

In March, '09, a health insurance company put our toll-free number on all of their health insurance cards, and passed them out to thousands of people. So for months, once an hour there was an annoying call about that.

Because of this nuisance, we use our nifty privacy manager (everybody should have at least one of these on their land line, as it allows total control over your phone, and will change your life for only $100!), and just blocked all of the area codes in northern CA from people that keep calling about their health insurance.

So if you're calling from there, and get the "This phone is disconnected" message, or it just keeps ringing, then that's why.

The following area codes are blocked: 209, 408, 415, 510, 650, 707, 831, 916, and 925.

How to get around that if you're not calling from a blocked number, and you're in a banned area code in northern CA, is to e-mail us with your phone number, and we'll manually unblock it so you can get through.

We also have our privacy manager set up to block calls from all toll-free numbers, and all calls that show up on the caller ID as blocked / no name / private / anonymous / unavailable / no data / out of area / etc. This gets rid of most all phone solicitors.

Skype calls usually display "Out of Area," so that won't work.

So if you get "This number is disconnected," then that's why.

Just call back from a number that's not blocked in any way. On normal land lines, try dialing *82 first, then dial our toll-free number. *82 unblocks numbers most of the time.

If you can't unblock your number, or don't want to, just send e-mail with your number, and you'll get a call back.

Financial Planning Software Modules For Sale
(are listed below)

Financial Planning Software that's Fully-Integrated

Retirement Planning Software Menu: Something for Everyone

Asset Allocation Software

Asset Allocation Models with Investment Track Record

Our Monthly-updated Mutual Fund Picks

TVM Financial Tools and Free Financial Calculators

Financial Planning Fact Finders

Investment Policy Statement Software

Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization

Life Insurance Calculator

Rental Real Estate Software

Net Worth Calculator

College Savings Calculator

Marketing Seminar for Financial Planners

Financial Planning Marketing

Free Personal Budget Software and 75-year Cash Flow Projector

Our Unique Financial Services
(are listed below)

Mr. Market Timer's Unique and Market Neutral Stock Market Timing Service Could Be Up Soon!

Fee-only Hourly Financial Planning Consulting

Using Custom Benchmark Portfolios to Compare Investment Performance

List Your Practice in the Free Financial Planner Directory

Coaching for Financial Planners

Listings for Buying or Selling a Financial Planning Practice

Miscellaneous Pages of Interest
(are listed below)

Why We're Better at Financial Planning Software: Reviews, Evaluations, and Comparisons

Most Everything Important to Know About Using Asset Allocation to Manage Money is Here

How to Get Your Brokerage Account Data to Download into Our Financial Tools

About Financial Plan Software Integration

Learn About Portfolio Management Software and CRM Software

Facts vs. Fiction Regarding Monte Carlo Financial Planning Software

About the Perils of Using Efficient Frontier Portfolio Optimizers

Information About Calculating Your Investment Risk Tolerance

About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors)

Investing Tips for 401(k) Plan Advisors and Participants (TSA, 403b and 457 plan investors too)

Important Information for 529 College Plan Investors

About Long-term Care Insurance and LTC Software

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