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Financial Planning Software (FPS)

Financial Strategies Software is a powerful, yet easy-to-use financial planning program that helps you plan for and achieve a goal of financial independence. The program is available in two versions

Foundation, with all of the options that you need to set your goals and learn how to achieve them

Financial Strategies Advanced, which adds detailed retirement cash-flow planning and a life insurance planning module.

FPS helps customers put together a plan to manage their financial resources. FPS helps individuals form a plan that may include debt, asset, college, retirement, estate and tax planning, and may periodically check with the client to see how well the plan is being followed.

Please send us email at to learn more about FPS and related consulting services.


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