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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
Silver Financial Planner
Hot
Financial Planning
by
a4a-manage
December 10, 2008
January 11, 2014
pjplanner
View all my reviews (2)
Overall rating
3.3
Company
4.0
Interface
4.0
Integration
2.0
Pricing
5.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
silver works well for the right jobs.
Sliver is even better now that it can be cloud based/
User Review
The Good
Simple and easy to use
The Bad
A bit hard to remember to save every page. Should automatically save pages
The Bottom Line
Great tool for the price but not complex enough for high net worth clients
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Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.