What our customers say . . .
I would like to take this time to tell how useful ESPlanner has been for planning my last career move, keeping our family's financial planning on a rational analytical footing, and helping me plan this last phase of my professional life as I approach 65 years of age. Our family's financial foundation is complicated, but probably not that unusual for this generation. In 2004, I was considering another career move and needed a financial planning tool to help the make the decision between job offers inside and outside government. That was when I bought ESPlanner Plus on the basis of a short review in Consumers Report. I used it to create our financial portfolio projections in 2005 under various job change scenarios, college tuition projections,spouse career planning, and final retirement projections. I did this after interviewing several financial planners, including major investment firms, and realizing that I was the only one really interested in tying together all these complexities with the goal of smoothing out our standard of living for the period of our lifetimes and, most importantly, giving us the ability to look at what tradeoffs different scenarios allowed. ESPlanner, from my research into the matter, is the unique tool that allows us to do that. So, as we look forward to the conclusion of my salaried working days, then retirement and possible relocation to another state, I am starting to fire-up the software again, and in a couple months be able to answer such questions as should we buy another house then, or rent? I wish you and your company great success, and hope that many more families such as ours discover ESPlanner.