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Financial Planner Who is Familiar with ESPlanner

Submitted by timchansen on 10 January 2010 - 11:31pm

General Questions

Anyone know of a financial planner who knows ESPlanner well and resides in or near Spokane, WA?

Submitted by Dan Royer on 12 January 2010 - 4:02pm.

There's this list.

http://www.esplanner.com/planners-using-esplanner

And these days working by phone and email can work out pretty well.

Submitted by brucegalvin@rev... on 12 January 2010 - 4:27pm.

I am CFP that resides in Seattle and have been using EsPlanner for a couple years.

Bruce Galvin, MBA, CFP
brucegalvin@revelationfp.com

Submitted by patnickbranch@g... on 8 September 2010 - 7:10pm.

We have been very pleased working with Rick Spillaine in Mass.

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ESPlanner provides the most accurate forecasts and projections of any financial planning product I've seen.

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"Having a well thought-out academically based model is a welcomed and valuable tool."

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ESPlanner is a key tool I use in the process to create tailored investment portfolios and strategies for my clients."

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"I got ideas from my use of ESPlanner that were easily worth more than the program cost. Please keep up the good work."

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The combination of your brilliant program combined with the good support is an incredibly valuable offering.

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Disclaimer: ESPlannerBASIC, ESPlanner, ESPlannerPLUS and ESPlannerPRO, are educational calculators designed to give users input in mapping out financial futures, but should not be acted upon as a complete financial plan. The creators of these programs are not certified, registered, authorized, or any other type of financial planners. These programs are simply tools for helping you think through economic futures. Its "recommendations" should be viewed as informative inputs into your own decision-making with respect to saving and the purchase of life insurance. ESPlannerBASIC, ESPlanner, ESPlannerPLUS and ESPlannerPRO provide neither economic, financial nor tax advice, which can only be delivered to you by authorized professionals.

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