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?
Fri, 08/17/2018 - 11:00
I'm sorry I don't. I suggest
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.