Computerized system and method used in financial planning

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

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705 35, 706 45, G06F 1760

Patent

active

060120436

ABSTRACT:
A computer implemented tool used primarily in [retirement planning] financial planning which produces estimated values of needed savings levels and further income based on certain economic assumptions and data regarding an individual subject's current financial status. [Although intended for use in retirement planning, the tool may also be used in other forms of financial planning.] The tool uses decision logic. User preferences are taken into account. Output is presented in a unique graphical format that can be easily understood by customers.

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