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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
Cheshire Wealth Manager
Financial Planning
by
a4a-manage
July 22, 2009
January 03, 2013
michaelr707
Top 500 Reviewer
View all my reviews (38)
Overall rating
3.3
Company
4.0
Interface
4.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
2.0
Overall a Good Fit with Excellent Graphs
Wish it were web-based
User Review
The Good
Great graphs for presentations
The Bad
Tax calculations a bit off.
The Bottom Line
Good value for the money
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