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Product Overview
More and more, clients are turning to their accountants as trusted advisors for their financial affairs. PFP Relief is the ideal tool at accountants’ disposal to give clients the answers they need since it has been developed exclusively for accountants to offer PFP services to their clients. The newest version of PFP Relief is web-based.
PFP Relief covers all essential aspects of PFP—Budget/Cash Flow, Net Worth, Retirement Planning, Goal Funding, Education Funding, Mortgage Amortization, Investment Planning and Asset Allocation.
Reporting, is more intuitive and flexible than with most comparable systems. Professionally designed reports and graphs give your clients an instant picture of their financial picture. You can change the default planning recommendations however you like, and you can even create your own text for the report recommendations or the summary text that appears with any report. And you can customize the report modules to include or exclude any information you wish—overview, summary, details, graphs, and/or recommendations.
How PFP Relief helps you advance your practice
Use PFP Relief to expand your practice and make your planning recommendations accurate, specific, and billable.
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With PFP Relief, help your clients:
- Put away enough for retirement,
- Pay for the kids' college education,
- Allocate investments more productively,
- Pay estate tax obligations, and
- Convert to a Roth IRA.
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