VeriPlan for financial advisors
FINANCIAL PLANNING ADVISORS:
In the hands of a truly valuable financial planning and investment advisor who uses cost-effective and scientifically grounded strategies, VeriPlan's fully integrated financial calculators can be a very powerful.
You can enrich your client relationships by offering the VeriPlan lifecycle financial planner as a value-added component of your financial and investment planning services offering. For your interested clients, you can acquire individual, personal use VeriPlan licenses to provide to your clients. Through this special arrangement, one client and you can each share one copy of VeriPlan, so that you can work together actively with your client on their long-range personal finance interests.
Quantity discounting for financial advisors is available on orders of 10 or more copies of VeriPlan.
If you are a financial advisor and you want to learn more, we will contact you. Just send us a message with your name, title, advisory firm name, address, and telephone number. Send your message to: sales(substitute the >at< sign)theskilledinvestor {dot} com
(Note that our sales electronic mail address has been disguised in an attempt to foil automated spambots that harvest mail addresses from webpages.)
Otherwise, click "Contact Us" in the menu to the left and leave a message there.
The particular year of the copyright will depend upon the year of first publication.
"The Skilled Investor", "Skilled Investor", "VeriPlan", "Personal Finance Software for Your Lifetime", "Do it Yourself Financial Planning", and "Your Personal Financial Lifecycle Planner" are trademarks of Lawrence Russell and Company. All other trademarks and service marks are the properties of their respective owners.
DISCLAIMER: This information is solely for your personal household finance purposes and is subject to the Terms of Use. It does not constitute financial, investment, or retirement planning advice. It is not a solicitation or offer to sell advisory services in any jurisdiction. You should seek professional advice, if you need help with budgeting, savings, investing, asset allocation, or asset management, including help in analyzing calculator returns, discounted cash flow, compound interest growth, return on investment, net present value, future values, net worth, or any other output of our calculators.