Reviews written by johnn847

17 results - showing 1 - 17  
 
 
johnn847johnn847   August 14, 2014
(Updated: August 14, 2014)
Rating 
 
 
4.0

I think Bob has given the same presentation 2 or 3 times. So much seemed repetitive.

johnn847johnn847   July 07, 2014
(Updated: July 07, 2014)
Rating 
 
 
4.0

Review

4

johnn847johnn847   June 09, 2014
(Updated: June 09, 2014)
Rating 
 
 
5.0

-

johnn847johnn847   March 06, 2014
(Updated: March 06, 2014)
Rating 
 
 
5.0

I liked it - good descriptions of plans and how they are different. Little too much %s and trends that aren't very useful in providing advice to clients....

johnn847johnn847   September 06, 2012
(Updated: September 06, 2012)
Rating 
 
 
4.0

-

Financial Planning
johnn847johnn847   May 25, 2012
Overall rating 
 
 
3.5
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Great tool for developing and communicating a goal based financial plan.

Looking forward to the new G3 updates that include Social Security benefit planning and withdrawal rate calculations.

johnn847johnn847   December 12, 2011
(Updated: December 12, 2011)
Rating 
 
 
4.0

-

johnn847johnn847   November 07, 2011
(Updated: November 07, 2011)
Rating 
 
 
5.0

Wow - great info. So much that sometimes I need to breath and miss something.

johnn847johnn847   October 27, 2011
(Updated: October 27, 2011)
Rating 
 
 
3.0

I have heard quite a bit of the same information in the past. I wish there was something about AMT, charitable planning (IRA), and other ways to positively impact...

johnn847johnn847   October 10, 2011
(Updated: October 10, 2011)
Rating 
 
 
5.0

Pointing out the positive attributes of the economy and the innaccuracies of wall street forecasts.

johnn847johnn847   September 15, 2011
(Updated: September 15, 2011)
Rating 
 
 
5.0

-

johnn847johnn847   March 03, 2011
(Updated: March 03, 2011)
Rating 
 
 
5.0

-

johnn847johnn847   November 11, 2010
(Updated: November 11, 2010)
Rating 
 
 
3.0

Maybe it is compliance, but it just seemed kind of dry and straight off the presentation.

johnn847johnn847   December 10, 2009
(Updated: December 10, 2009)
Rating 
 
 
5.0

-

johnn847johnn847   October 08, 2009
(Updated: October 08, 2009)
Rating 
 
 
5.0

-

johnn847johnn847   May 14, 2009
(Updated: May 14, 2009)
Rating 
 
 
5.0

-

17 results - showing 1 - 17