Are there Financial Planners near McKinney, TX that use ESPlannerPRO?

I have a friend who has her retirement plan in ESPlannerPLUS already, but going forward she doesn't have time to update it each year and would like to pay a certified financial planner to do the updates. She likes the accuracy/detail that ESPlanner offers and is wanting to find a planner in her area that uses ESPlannerPRO so that he can just take over and update what she already has. Do you have any suggestions on how she can find a planner in her area (McKinney, TX) that already uses ESPlannerPRO?


dan royer's picture

I'm sorry I don't. I suggest that she let go of the geographic conditions and let me suggest a few names that use our new web-based program MaxiFi Planner.


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