Planners

If you are using our financial planner version of the program, you can create your profile in My ESPlanner. Users must sign in to this website in order to see the full profiles listed below.

User Name (click to view full profile)	Company
nrosa		Waltham	Massachusetts
jeff2	Jeff Meador CPA	Austin	Utah
patrick.higgins	Federal Reserve Bank of Atlanta	Atlanta	Georgia
mpeterson	Matthew D Peterson, CPA, CFP(R)	Coeur D Alene	Idaho
carolriggins		Scottsdale	Arizona
Mary Almonte	Living Well Financial Services	Fircrest	Washington
Jacque Flindall	Jacque Flindall, CFP®	Phoenix	Arizona
Sorouch.Haddad	Haddad Financial Services, Inc.	Overland Park	Kansas
teddyp	Parrish Capital	Kennesaw	Georgia
traines	Patrick & Robinson, LLC	Jacksonville	Florida
jtrubow	Sensible Financial Planning	Waltham	Massachusetts
fnapolitano@sen...	Frank Napolitano, J.D., CFP^®	Waltham	Massachusetts
cfpjoel		Albuquerque	New Mexico
pfmaven	Gary T. Daniels, CPA, CFP^®, MBA	Payson	Arizona
dwpeterson	David W. Peterson, CFP^® Integrated Retirement Strategies	Oregon City	Oregon
morrillfinancia...	Wayne Morrill, CFP^®	Scituate	Massachusetts
jmconnassc@comc...	James M. Connor, CPA, LLC	Arlington	Massachusetts
PFS-guy	David Chew, CPA/PFS	New York	New York
scott@dsneal.com	D. Scott Neal, Inc.	Lexington	Kentucky

Disclaimer: The suggestions and recommendations provided by Economic Security Planning, Inc.'s software tools and planning services do not constitute financial or investment advice. The creators of Economic Security Planning's software are not certified, registered, authorized, or any other form of financial planners. Economic Security Planning, Inc. is not an investment adviser registered with the U.S. Securities and Exchange Commission or any state securities agency, is not a registered broker-dealer and maintains no other regulatory credentials associated with the management of financial assets. Economic Security Planning, Inc. does not guarantee that the suggestions and recommendations derived from its software tools and planning services will necessarily achieve a secure economic plan. Like any software products, Economic Security Planning, Inc.'s software tools may have errors in its underlying code, and the assumptions about the future that it makes and that users input may prove false. In addition, output from the software tools and planning services may incorporate data obtained from third parties and such data (including any calculations that is based on such data) is provided on an “as is” basis. From time to time the output may contain errors that may be based upon, among other things, human data entry, aggregation and decompilation of data, processing of data through third party calculation engines and other processes that can give rise to errors. The company's financial plans and recommendations, including all of such plans and recommendations provided by its direct planning services, should be viewed as suggestive and informative educational inputs into your financial decision-making. None of our products or services recommend the purchase of specific financial products.

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