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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
MoneyGuidePro
Hot
Financial Planning
by Guest September 23, 2009
March 17, 2010
scummings
View all my reviews (2)
Overall rating
3.6
Company
4.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Pretty comprehensive planning tool
See above.
User Review
The Good
Easy to use, easy to load data.
The Bad
Integration through CashEdgePro has been problematic but mainly a CashEdge issue, not an MGP issue.
The Bottom Line
Good value, and getting better with newer updates.
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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.