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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
February 11, 2011
johnm502
View all my reviews (2)
Overall rating
3.9
Company
4.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
4.0
Money Guide Pro - good value for most client purposes
Will continue to use and look forward to additional enhancements.
User Review
The Good
User friendly and client friendly reports.
The Bad
LTC integration needs improvement.
The Bottom Line
Excellent value for most client purposes.
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.