Products

Financial Guidance System™

You can manage your clients’ finances in a holistic manner with Financial Guidance System™ (FGS™), including coordinating personal and business financial planning. By giving your clients better answers, more realistic answers, more reliable answers you can be the one professional your clients can’t live without

more information on Financial Guidance System™

financeXpert announces FOUR new products

Retirement Wealth Planner™ - the fastest, easiest solution for creating high level financial plans without sacrificing flexibility. The simple spreadsheet template handles tax-qualified and non-qualified investments, life insurance needs, multiple investment horizons, pre-retirement and post retirement cash flows and goal funding.  Simple to use macros allow you to optimize variables such as retirement age, investment return targets, life insurance needs and spending levels.

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Investor Real Estate Planner™- What's the right price to pay for a rental property?  How can you structure a deal to increase the chances of getting a good return on your downpayment?  How much rent should you charge and when should rents be increased? These questions and more are easy and quick to answer with Investment Real Estate Planner.

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Personal Real Estate Planner™ - Are you thinking about buying a new house, but you're not sure how much to spend or how much to put down?  The Personal Real Estate Planner can help you answer these questions and more.

Get Personal Real Estate Planner™

Real Estate Profit Planner™ - If you want to make serious money buying, fixing up and selling properties it will be critical to crunch some numbers in advance.  Planning will help you avoid the money pits that often rob investors of their profits. Real Estate Profit Planner asks you for the critical details and gives you instant results for up to six properties so you can plan out an entire year's worth of projects.

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