While most financial services companies pursue only the wealthiest individuals, eFinPLAN is designed to help people of all income levels. It focuses primarily on the underserved "middle market," where only 1 percent to 2 percent of the 108 million households make use of professionally accredited financial planners, according to research by the Financial Planning Association of Certified Financial Planners - CFPs.
eFinPLAN's new software platform is comprehensive and personalized. Unlike narrowly focused products such as retirement planning (http://www.efinplan.com) or college planning "calculators," it covers 50 financial planning topics.
The software utilizes many innovative features, including:
- Quick and easy answers available online
- No lengthy downloads or memory occupying software
- Changeable and accessible 24/7 from any computer
- Educational software has been designed to increase financial knowledge and includes a Web site Learning Center
- Demystifies financial planning since the tools, resources, and knowledge enables users to exercise greater individual control and "Take the Mystery out of Financial Planning"
- Private and secure platform removes fear of embarrassment or loss of privacy -- no identifying numbers (e.g. Social Security) or names required
- Costs thousands less than hiring a planner and makes no unwanted investment or insurance plans offers
In addition to the traditional area of planning, eFinPLAN also covers numerous issues that other plans fail to address. These include factors that impact financial health such as money habits, transportation, debt, technology, relationships, values, charitable planning and utilizing trusted professional advisors.
"Creating solutions to help people take control of their financial lives is our paramount goal," said Kent Irwin, CEO and founder of eFinPLAN. "People need help -- home foreclosures are up, household debt has risen, the average savings rate is the lowest than since the Great Depression and a large percentage of baby boomers have not saved enough for retirement."
"We believe financial planning (http://www.efinplan.com) and education will help many people achieve their goals, avoid traps, and provide the knowledge to recover from financial difficulties," he said.
Press contact:
Kent Irwin
CEO and founder, eFinPLAN
614-905-6430
eFinPLAN Announces New Financial Planning Software for Consumers


