Reviews written by georges913

16 results - showing 1 - 16  
 
 
georges913georges913   June 14, 2012
(Updated: June 14, 2012)
5.0
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georges913georges913   June 07, 2012
(Updated: June 07, 2012)
5.0
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Very timely.

georges913georges913   June 07, 2012
(Updated: June 07, 2012)
5.0
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Very timely.

georges913georges913   May 31, 2012
(Updated: May 31, 2012)
5.0
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georges913georges913   May 17, 2012
(Updated: May 17, 2012)
5.0
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Very thought provoking.

georges913georges913   February 09, 2012
(Updated: February 09, 2012)
4.0
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georges913georges913   February 02, 2012
(Updated: February 02, 2012)
3.0
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georges913georges913   January 05, 2012
(Updated: January 05, 2012)
3.0
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Chris Winn tried to cover too much information in the time allotted.

georges913georges913   September 15, 2011
(Updated: September 15, 2011)
3.0
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georges913georges913   July 11, 2011
(Updated: July 11, 2011)
4.0
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georges913georges913   January 06, 2011
(Updated: January 06, 2011)
5.0
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Very inciteful. Makes a person pause and think about whether they are going down the right path.

georges913georges913   November 11, 2010
(Updated: November 11, 2010)
4.0
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georges913georges913   March 04, 2010
(Updated: March 04, 2010)
5.0
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Very thought provoking. Really enjoyed hearing about a different approach.

Financial Planning
georges913georges913   February 06, 2010
Overall rating 
 
 
4.0
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Comprehensive, goal based approach to Financial Planning.

I really like the goal-based approach to Financial Planning. Clients understand it and it is flexible.

georges913georges913   February 04, 2010
(Updated: February 04, 2010)
5.0
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georges913georges913   December 10, 2009
(Updated: December 10, 2009)
5.0
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Poor Average Excellent

Very timely and quite interesting.

16 results - showing 1 - 16