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COMPANY DETAILS
Company Name
Financial Planning Consultants
Contact Information
2507 North Verity Parkway
Middletown
,
OH
45042-0430
United States,
800-666-1656
513-424-5752
Mark@FinancialSoftware.com
Website
http://www.financialsoftware.com/
Business Description
Financial Planning Consultants provides software, training, business coaching and educational programs for professional financial advisors, financial planners, life agents, stockbrokers, bankers, investment advisors, accountants and to supporting organizations.
Product Description
As FPC grows through the 21st Century we will continue to strive to be our financial advisor customers` most valuable partner. Our goal remains to enhance their practice and provide advantages through empowering technology, software, training and services that allows them to realize their greatest level of success. In 2004 we completed the acquisition of the Enteract personal financial planning software from CCH Incorporated. Enteract (originally known as LifeGoals) is a powerful software program that employs the power of the tax formulas developed by CCH (formerly Commerce Clearing House), one of the worlds largest tax and financial publishers.
Products
Financial Advisor Practice Management Tools
FinPlan - Financial Planning Presentation
Company Type
PUBLIC
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