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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 11, 2010
richardf760
View all my reviews (2)
Overall rating
3.2
Company
3.0
Interface
3.0
Integration
2.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
3.0
Good for quick summaries
Like the ease dislike the final look
User Review
The Good
Easy to generate reports
The Bad
Final report does not look very polished
The Bottom Line
Does the job..but not wow like impressive
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.