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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
eMoney
Hot
Financial Planning
by Guest October 20, 2009
December 28, 2011
budk412
View all my reviews (3)
Overall rating
4.3
Company
5.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
5.0
Incredibly labor intensive to work with; Incredibly effective with clients
The standard by which others are compared.
User Review
The Good
Vault, modular plans
The Bad
Aggregation
The Bottom Line
No pain, no gain
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CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.