Best Financial Planner Planning Apps

Journal of Financial Planning

2015-09-07

+7 For over 30 years, the awardwinning Journal of Financial Planning has introduced financial professionals to historymaking concepts such as Monte Carlo simulation and safe retirement withdrawal rates. Readers trust the nonprofit objectivity of this official FPA publication and the peerreviewed ... 6 MB Views 8612

8.5

Beaufort Financial Planning

2015-01-20

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+7 This powerful new App has been developed by the team at Beaufort Financial Planning to give you key financial information, tools, features and news at your fingertips, 24/7. Keep track of your important business miles with the App using the inbuilt ... 10 MB Views 9135

8.2

Income Planner

2015-11-19

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+16 Income Planner helps you to plan your monthly expenditure, and shows you your disposable income after all the fixed expenditures. You can easily add future expenditures with intervals of daily, weekly, monthly, yearly intervals. It keeps your account tidy, without ... 592 kb Views 4902

9.2

TaxFreeway 2010

2015-01-12

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+8 CUTTING EDGE CANADIAN TAX SOFTWARE STREAMLINE YOUR TAX FILING World’s first fully functional personal income tax App runs on iPad. Powerful tax software to easily handle all tax situations supported by CRA NETFILE with no exclusion. For instance, selfemployment income/deductions, rental income/deductions, ... 6 MB Views 6642

9.4

Mobills - Finanças pessoais e controle financeiro

2015-11-14

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+5 Mobills Financial Education is a financial control application that aims to manage all expenses and expenditures, working as a manager of personal finance for iPhone, iPad and iPod. With Mobills, all your expenses and income are categorized and presented in graphs ... 11 MB Views 8244

9.6

Rockfeather Loan Calculator

2015-11-01

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0 As finance specialists, we understand the complexities of matching a loan to your objectives and financial needs. A loan that not only gives you a competitive rate, but also has the features you need, both for today and the future. We ... 12 MB Views 4716

8.4

FINANCIAL PLANNING & ASSET MGT

2015-04-15

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+12 The FINANCIAL PLANNING & ASSET MGT Mobile Application makes it easy for you to connect with MADDEN ADVISORY SERVICES, INC and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from MADDEN ADVISORY SERVICES, INC Quickly ... 655 kb Views 5734

9.4

JamaPunji Investor Education Portal

2015-05-09

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0 The idea behind the creation of JamaPunji, Investor Education Portal Application is to equip the general public with skills and knowledge to make informed financial decisions and manage their money wisely on the go. Established, as a subsidiary of the Securities ... 10 MB Views 1864

8.4

LifecashPro

2015-11-22

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+1 LifeCashPro is a financial planning app for financial advisors from lifecashapps.com. The LifeCashPro App is an informative and innovative way of presenting your recommendations to your clients using the iPad. Cash flow has never been easier to present. At a touch, clients ... NAN Views 5034

7.4

Crescent Financial Solutions

2015-04-10

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+1 Crescent Financial Solutions are financial services professionals located in Brisbane. Our range of financial services include financial planning, wealth creation, superannuation and risk insurance. Welcome to our Mobile App. We hope you find it interesting and informative, perhaps even inspiring you ... 3 MB Views 6724

8.1

Millionomics: Path to becoming Millionaire

2015-06-13

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-1 It is the true story of a common man’s journey to becoming a millionaire after his arrival in the United States—the story of a man who started from ground up to gain financial freedom in a new land. This App ... 34 MB Views 2701

8.6

My Pocket CPA

2015-07-12

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+14 Whether you're facing a difficult financial decision or just need a second opinion...never face another financial question alone Financial decisions have never been made easier. My Pocket CPA allows you to make informed decisions for life's difficult financial choices Whether ... 5 MB Views 906

8.6

Symphony Financial Planning

2015-03-21

Related Apps planning portfolio information application clients financial

+5 This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ... 30 MB Views 856

9.2

愛生活愛未來

2015-12-09

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+9 富通保險(亞洲)有限公司誠意推出「愛生活愛未來」「您」想退休需求方程式,為對生活有要求的您提供簡單易用的工具,計算出理想退休生活的所需金額。本程式之特色包括: 1) 簡潔易用的介面設計對理財分析人員及不太了解理財分析的普羅大眾亦能輕易掌握。 2) 配以富通保險人氣廣告系列「黃子華棟篤講您知」為主題,介面色彩鮮明,計算理想退休生活需要無難度。所有於"愛生活愛未來"程式內提供的資料只作參考之用。富通保險(亞洲)有限公司(「富通保險」) 是富通的全資附屬機構,也是香港最大的壽險公司之一。富通總部設於比利時及荷蘭,擁有180多年的豐富保險經驗,位列歐洲20大保險公司之一,業務遍及歐洲和亞洲,目前員工超過11,000人。憑藉我們的環球優勢及對本地市場的專業知識,富通保險為個人及機構提供多元化的保險及理財規劃服務。同時,中國太平保險(香港)有限公司及亞洲保險有限公司為我們的業務夥伴,為客戶提供全面的一般保險服務。 "愛生活愛未來" is an easytouse retirement calculator designed by Ageas Insurance Company (Asia) Limited. aiming for everyone who would like to know how much would it cost for living the way they would dream of ... NAN Views 4362

9.7

CTMobile

2015-08-13

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+2 The Creative Technologies Mobile Suite is a secure application which enables professional financial planning firms to use all their financial planning, business management and real time trading applications through one mobile hub and synchronise this with their own back office. In ... 4 MB Views 2797

8.9

McPhail HLG Financial Planning

2015-04-02

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+8 At McPhail HLG Financial Planning, we have been helping our clients meet their financial and lifestyle goals since 2001. Our associates at McPhail & Partners Certified Practicing Accountants have been in business for over 60 years. We are a boutique firm, ... 24 MB Views 7209

7.6

Transition to Retirement

2015-09-14

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+16 Everyone needs financial planning...EVERYONE In particular those aged 55+ are most at risk, since you are running out of time. This legislation can assist you model the benefits you could achieve in terms of tax savings, and additional retirement capital ... 32 MB Views 4176

9.1

Debt Payoff Planner

2015-07-30

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+5 Debt Payoff Planner allows you to pay off single or multiple debts by letting you organize them very easily. You just have to feed in the details of your loan such as the loan amount, number of years to pay ... 14 MB Views 5511

7.0

Budget Planner App

2015-02-04

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+25 Budget Planner App is a new budget organizer allowing you to gain control of your finances, cut costs now and save money Enjoy your life and we'll do all the financial management for you Remember – a saved penny is ... 31 MB Views 1220

8.8

Sphere

2015-08-20

Related Apps planning personal investment financial advice services

+5 Sphere Financial Services is a progressive financial planning practice located in Ringwood. Sphere Financial Services prides itself in providing financial planning, insurance and investment advice tailored to your personal situation. Our objective is to protect and increase the net worth of individuals, ... 860 kb Views 1658

6.9

JWC Financial Solutions

2015-12-12

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+27 Independent Financial Advisers in Halesowen, Stourbridge, Kidderminster, Wolverhampton, Dudley, Worcester, Coventry, Birmingham and Nationwide. JWC Financial Solutions Ltd was formed by John Connor. John has been advising his clients for the last twenty years and offers a professional, honest and caring ... 11 MB Views 2219

8.7

Aaron Sim

2015-05-30

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+11 I seek long term relationship over anything. I have a strong belief that by fostering a strong long term relationship, business will grow naturally due to trustworthiness. Throughout my time in the banking sector, I have gained strong experience in servicing ... 19 MB Views 3707

7.0

Financial Planning Reference Guide

2015-10-20

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-3 A+ Apps Financial Planning Reference Guide is a comprehensive range of rates, figures, formulas, and references for the professional Financial Planner. It contains information in the following sections: Tax Rates Tax Offsets Super Contributions Super Withdrawals Termination & Leave Payments Income Streams Social Security plus… Please note, the information in ... NAN Views 7220

9.3

Forbes Lifetime Financial Planning

2015-01-06

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+10 The Forbes Lifetime Financial Planning app helps shape a reasonable approach to spending and saving over time. Our app focuses on your living standards and spending so that you can live comfortably now while saving for retirement. We can generate ... 4 MB Views 3343

8.7

TaxFreeway 2011

2015-01-04

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+5 CUTTING EDGE CANADIAN TAX SOFTWARE STREAMLINE YOUR TAX FILING World’s first fully functional personal income tax App runs on iPad. Powerful tax software to easily handle all tax situations supported by CRA NETFILE with no exclusion. For instance, selfemployment income/deductions, rental income/deductions, ... 6 MB Views 3887

9.2

Dr. Früh

2015-10-24

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+14 We will give you fair and professional advice in all matters of auditing and Tax Consulting as well as in all business affairs and treasure management. With our services we want to ensure your success and the future of your company. ... 11 MB Views 1062

8.8

LearnVest

2015-10-25

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-7 Start making progress on your money today with the free LearnVest app for iPhone and iPad. Track your budget, set your goals, and get articles full of advice. You can also work with a LearnVest Planner to get dedicated help ... 40 MB Views 9808

7.0

AFG In Touch

2015-01-15

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-5 Artifex Financial Group, a feeonly registered investment advisor and financial planning firm, offers this app to our clients, fans, and prospective clients. Stay in touch with one of the most cuttingedge financial planning firms in the industry. Setup and monitor ... 35 MB Views 4970

9.3

Atas App

2015-11-21

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+2 Audrey Tan & Associates is an innovative and professional financial services group, Providing the following services: Financial Planning Wealth Accumulation Retirement Planning Education Planning Mortgage Protection Income Protection Business Insurance Estate Planning This app is developed for our valuable clients and prospects, the ease of contacting us as well ... 8 MB Views 9593

9.8

Personal Finance Guide

2015-10-09

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-3 Get your financial life in order The Personal Finance Guide contains everything you need to hang on to the money you earn and grow it for the future. With strategies for saving and investing, the guide explains how to measure ... 510 kb Views 1998

8.9

Wealth Assessment

2015-04-02

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+3 Now you can create PDF and export. This may be specific for Thailand due to the difference between tax regulation and interest rate. But for most country still a good guideline for Personal Financial Planning. For expat who lives and ... 2 MB Views 8989

8.7

Expense Tracker 2.0 Financial Assistant - Best way to Save while you Spend

2015-12-15

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0 Expense Tracker 2.0 is the Best Expense Manager you can get on both iPad and iPhone. Keep track of your expenses to upsize your SAVINGS :) What do others say about Expense Tracker 2.0, the best Financial Planner? √ www.topbestfreeapps.com ... 38 MB Views 7887

9.6

Optimist Investment Services

2015-08-23

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+13 Optimist Investment Services is an Investment Portfolio Management Firm. Our range of services extends from basic Tax Planning to Investment & Portfolio Management Services for Companies and Individuals. Our service bouquet includes Insurance Planning, Retirement Planning and Investment Planning for ... 18 MB Views 2396

9.0

The Wedding Planner

2015-10-25

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0 Selected by apple as New & Noteworthy Utilities On sale for the holiday period only The Wedding Planner A detailed app that lets you plan the ins and outs of your most important day. Don't worry about costs, bookings, timings. Let ... 2 MB Views 1460

8.7

24 Hour Wealth Coach - Pocket Planner

2015-06-23

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+20 The Pocket Planner allows you to "sack your financial planner" and calculate your needs for many financial areas. You can calculate how much you need to save for retirement, how long it will take for you to pay off your mortgage, how much insurance you will ... 278 kb Views 1807

9.4

Sales Planner

2015-04-22

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-1 Easily Track, Manage & Report on your Sales Forecast. Keep track of business opportunities right on your iPhone. SUPPORT, here to help you: If you have questions about this app Or need help after your purchase. We provide support by email: ... 833 kb Views 7294

7.4

Jessie Tan

2015-05-23

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+8 Started Off as a Full timer with AIA since Year 2001, left to seek for more holistic planning for client versus individual product provider. Join 2007 with IPP Financial Advisers Pte Ltd the biggest Independentlyowned Financial Advisory Organization in Singapore and ... 23 MB Views 6674

8.2

MILLIONOMICS

2015-08-29

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+9 It is the true story of a common man’s journey to becoming a millionaire after his arrival in the United States—the story of a man who started from ground up to gain financial freedom in a new land. This App ... 34 MB Views 2232

8.4

AICPA Personal Financial Planning 2013

2015-12-20

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+4 The 2013 AICPA Advanced Personal Financial Planning Conference is an intensive, highlevel even that will help you address the 2013 postelection issues impacting personal financial planning. It's the first major professional financial conference that addresses postelection changes headon with the ... 16 MB Views 1054

8.8

QuickPlan - Retirement Planning Calculator, Financial Forecasting and Retirement Readiness Planner

2015-12-04

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+28 RETIREMENT IS IN YOUR FUTURE. BUT HOW MUCH YOU NEED TO RETIRE? The unfortunate fact is that 62% of people are not financially ready for retirement. QuickPlan provides you with an easy to use financial planning and forecasting tool to assess ... 5 MB Views 8988

8.8

Dollarbird - Smart Personal Finance Calendar

2015-07-17

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+4 “It’s a delight to use.” The Next Web “Dollarbird makes sense for anyone who wants to keep a closer eye on their cash flow for better financial planning purposes.” TechCrunch Also featured in Mashable, Lifehacker, The Guardian, iMore, TUAW etc. Track ... 6 MB Views 3358

8.4

Searcy Financial Services

2015-04-22

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+5 About Searcy Financial Services, Inc: We are an independent financial planning and investment management firm located in Overland Park, Kansas, partnering with our clients to help them reach the financial goals they have set for their lives. We believe every individual ... 7 MB Views 284

9.9

What’s Your Number? Retirement Calculator

2015-09-14

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+2 Have you ever wondered how much you need to save for retirement? The “What’s Your Number?” retirement calculator provides the first step in finding the answer. Optimized for retirement planning in India, the retirement calculator supports lifestyle, inflation, savings, expense, ... 2 MB Views 5299

7.2

Budget Expense Planner - Track, Manage & Organise Your Personal Daily, Monthly, Yearly Bills, Payments, Expenditures & Save Money!

2015-10-18

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-2 Budget Expenses Planner is the ideal solution for those that prefer a user friendly and hasslefree budgeting app in achieving money saving objectives on the go Budget Expense Planner is focused on helping users track their budget versus bills, ... 6 MB Views 3972

8.0

Marriage Planner

2015-09-13

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+3 Need help planning your wedding on a budget? Marriage Planner app is here to help you manage your wedding in an efficient manner. Marriage Planner app not only enables you to create your detailed budget and plan but also lets you ... 15 MB Views 7980

8.9

Plan your Life

2015-03-18

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-9 Are you worried about your family's future financial security? Do you dream of retiring in comfort? Are you planning to buy a second house or a new car and you are not sure you can afford it ? Are you ... 12 MB Views 8439

9.0

David Andreas Lim

2015-11-02

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-5 Now available on iPhone, iPad: David Andreas Lim Founded in 1983, IPP is the pioneer in the licensed financial advisory service. We provide comprehensive life insurance, investment planning and latterly investment advice in 1988. Today we have grown from a handful ... 16 MB Views 8240

7.2

Home Bookkeeping. Personal finance, money management, budget planner, financial planning

2015-06-05

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-5 You say you don't have the discipline to control your budgeting? With Home Bookkeeping, it's a snap It's your chance to finally become a savvy spender and protect yourself from the danger of debt. Unlike the usual paper and electronic ... 13 MB Views 8422

9.8

Home Bookkeeping. Personal finance, money management, budget planner, financial planning.

2015-07-29

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+30 You say you don't have the discipline to control your budgeting? With Home Bookkeeping, it's a snap It's your chance to finally become a savvy spender and protect yourself from the danger of debt. Unlike the usual paper and electronic ... 13 MB Views 2968

9.5

Worksite Financial Solutions Mobile

2015-01-05

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+5 Worksite Financial Solutions Mobile App, exclusively for participants in retirement plans participating in LPL’s Worksite Financial Solutions, is a convenient, secure service that allows for easy access to manage key events with their employerbased retirement plan. With the Worksite Financial Solutions ... 7 MB Views 5515

9.5

College FAFSA Finder

2015-11-16

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-3 COLLEGE FAFSA FINDER: YOUR FIRST STOP TO STREAMLINE COLLEGE SEARCH AND STUDENT FINANCIAL AID REFERENCE. Try our flagship financial aid planning app FINANCIAL AID MAXIMIZER (FAME). College FAFSA Finder provides the most essential information for US college applicants around the world: (1) ... 1008 kb Views 9095

8.8

Mortgage Calculator by Brad Roche

2015-03-09

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0 App Description: Download this app for ‘up to date’ interest rates for Conventional, FHA, VA & Rural Development loans. Payment amounts with taxes, insurance, and current mortgage insurance factors included. Send detailed qualification questions and approval requests at the click of ... 12 MB Views 5558

8.7

Millionaire Calculator

2015-09-24

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+29 It is the true story of a common man’s journey to becoming a millionaire after his arrival in the United States—the story of a man who started from ground up to gain financial freedom in a new land. This App ... 40 MB Views 8087

9.7

Retirement Planner

2015-01-24

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+5 Retirement Planner, start planning for your retirement in a simple, and an engaging way. Have you ever felt the need to start planning for your retirement? Or, maybe you are approaching retirement and would like to do a reality check of ... 19 MB Views 3317

8.6

Wolfram Retirement Planner's Professional Assistant

2015-08-31

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+15 Let the Wolfram Retirement Planner's Professional Assistant guide you to many years of successful, fulfilling retirement. With the ability to compute and predict the value of investments, mortgage payments, taxes and inflation, pension, and costs of living, you will have ... 14 MB Views 206

7.1

Expenses Planner - Reminders for upcoming payments

2015-07-28

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+25 Most expensesapps track your past & ongoing expenses, but what about planning your future ones? Expenses Planner is a beautiful, minimalist app for keeping track and reminding you of your upcoming expenses and due payments. It's super simple to use, just ... 3 MB Views 1471

7.5

35岁前要上的33堂理财课

2015-11-24

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+5 Raise money trader, life in before the age of 35 must read the book. Strongly recommend Directory: The first lesson from 700 to 4 million, the distance is not far away Safe keep money the time has passed Money in the bank, will become ... 4 MB Views 2625

8.3

FAMILY Tersia van Nieuwenhuizen

2015-11-05

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+1 I am passionate about helping people and the well being of their families by providing them with comprehensive financial planning. F Financial Planning A Assurance M Medical Aid I Investments L Lifestyle Y WHY? Financial planning is an ongoing process to ... 26 MB Views 8503

7.0

Intellect Financial Planner

2015-07-23

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-1 Intellect Financial Planner is an easy to use financial planning tool. Its comprehensive functionality enables users to perform Financial planning, Insurance planning, Retirement planning in an intuitive manner. Features ·Indetail capture of financial details ·Plan your finances to achieve multiple goals ·Income and expense ... 11 MB Views 520

8.4

S&D Capital Financial Advisors

2015-03-27

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+21 The S&D Capital app is a mobile gateway that allows you to quickly connect to our financial advisors, and contains information about the services we provide. This app includes the functionality of the popular Retire Logix [app] which is a ... 10 MB Views 9934

Transition to Retirement

JamaPunji Investor Education Portal

Home Bookkeeping. Personal finance, money management, budget planner, financial planning

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