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eFinPLAN Announces New Financial Planning Software for Consumers Columbus, OH (PRWEB) June 28, 2007 eFinPLAN today announced the launch of its new Web-based comprehensive financial planning software designed to help consumers reach their financial goals and improve their financial health and literacy. While most financial services companies pursue only the wealthiest individuals, eFinPLAN is designed ...

Introducing the TriDelta Maximizer Strategy that Combines Financial Planning Solutions to Maximize Financial Wealth Toronto, ON (PRWEB) September 1, 2006 TriDelta Financial Partners’ Certified Financial Planners (CFP™) and financial advisors can now offer a unique financial planning and estate planning approach called the TriDelta Maximizer Strategy, to connect the dots across all financial solutions. How ...