F.I.A.T. - Financial Inventory & Analysis Tool

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The Financial Inventory & Analysis Tool assesses your knowledge and financial gaps, while offering strategies and guidance to fill the gaps. The collaborative, easy to use software makes sure you actually create and implement a financial plan vs. just thinking about it. Fortune does indeed favor the smart, the bold and prepared. “Those who have a written retirement plan accumulate a 445% bigger nest egg.” -HSBC Future of Retirement Study, 2013

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