Reviews written by EFSolutions
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4.0 |
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Interested to know anticipated cost or RIA version.
4.0 |
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I thought his progarm, 7/12 is good. I use it for some clients. However, I do not think the question on how to handle client's behavior was well addressed....
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Excellent coverage.
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Fantastic tax details
4.0 |
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Very Positive. Highly in depth review.
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Superb
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Best Bob has done!
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Webinars
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Good job. On point to the title
4.0 |
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good presentation of the subject, but I'm not skilled enough to distill his work into something I might use.
Webinars
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4.0 |
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4.0 |
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Highly technical, but good to be aware of.
Financial Planning
EFSolutions
March 08, 2013
Overall rating
3.9
Company
5.0
Interface
4.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
3.0
Golden Years
I have used Moneytree products for more than twelve years.
Webinars
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Good overview on the topic
