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

Submitted by landman on Fri, 08/17/2018 - 10:39

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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?

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dan royer's picture

dan royer

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.

Dan

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