Just signed up for the free trial of your Wealth Planner software. Overall good impression; good to see that you guys don’t ask for the credit card info upfront. Quick question, I would like to spend some more time exploring the free trial but I’m taking a few weeks off. Is there a time limit on trial period?
Asset Allocation, Cash Flow Based Financial Plan, Client Acquisition, Disability Insurance Planning, Estate Planning, Financial Planning, Goals Based Planning, Life Insurance Planning, Long Term Care Planning, Retiree Healthcare Plan, Retirement Accumulation, Retirement Income Plan, Social Security, Stock Options PlanningJeff Johnson