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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
February 10, 2010
roberts979
Top 10 Reviewer
View all my reviews (219)
Overall rating
3.0
Company
3.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
Almost exactly what I need.
very good for how we use projections
User Review
The Good
simple, easy to use
The Bad
can't change rate of return assumptions whenever you want to
The Bottom Line
very good for how we use projections
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CFP
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Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.