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Cicily Carson Maton, CFP
Michelle Maton, CFP, EA, ATA
Our firm has used the FPS System since 1987. It’s easy to use and the understandable reports are exceptional. It is a flexible system that
lets us enter a little data, or we can expand it to keep detailed records. Our clients, even those who are not financially literate, easily
understand the reports. Over the years, we have reviewed other financial planning software but have remained with the FPS System because it is
clear and accessible.
Web Site: http://www.aequuswealth.com |
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Monroe Diefendorf, Jr., MI, CFP, CLU, ChFC, RFC, CIMA
In 1981, we began using the FPS System just until we could find a better planning and marketing system. But in the past 24 years,
we have yet to find another system that provides both meaningful analysis and ease of navigation. FPS gives me the tools to be
completely objective. It has also helped us to build equity in our financial planning business by being software that you can count
on.
Web Site: http://www.diefendorfcapital.com |
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John Henry McDonald, CFP
The FPS System has been the very foundation on which the Austin Asset Management firm has been built since 1986. It provides
the analysis and alternative planning that concisely and clearly shows clients where they stand with their financial goals. The
FPS System also includes client management capabilities that guide our planners to stay in touch with client. The System is High
Tech with High Touch at its very best.
Web Site: http://www.austinassetmanagement.com |
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John L. Thomas, MSFS, CLU, ChFC, CFP
Lorraine M. Thomas, CLU, ChFC
Our firm has used the FPS System since 1987. It’s easy to use and the understandable reports are exceptional. It is a
flexible system that lets us enter a little data, or we can expand it to keep detailed records. Our clients, even those who
are not financially literate, easily understand the reports. Over the years, we have reviewed other financial planning
software but have remained with the FPS System because it is clear and accessible.
Web Site: http://www.pbcins.com |
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Michael and Kim Masiello,
Our firm has used the FPS System since 1987. It’s easy to use and the understandable reports are exceptional. It is a flexible
system that lets us enter a little data, or we can expand it to keep detailed records. Our clients, even those who are not
financially literate, easily understand the reports. Over the years, we have reviewed other financial planning software but have
remained with the FPS System because it is clear and accessible.
Web Site: http://www.mmasiello.com |
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