Reviews written by budk412

3 results - showing 1 - 3  
 
 
budk412budk412   January 13, 2013
(Updated: January 13, 2013)
Rating 
 
5.0

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budk412budk412   November 18, 2012
(Updated: November 18, 2012)
Rating 
 
5.0

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Financial Planning
budk412budk412   December 28, 2011
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.

3 results - showing 1 - 3