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Well Balanced and Focused
 MasterPlanT for Windows provides you with the tools
you need to provide the best service possible to the widest range of potential
clients-from those who are just starting out in their careers to those
with a high net worth and seemingly secure futures.
 Suppose your clients want to know if they should buy a house
or continue to rent. Have they saved enough for retirement? Should they
invest in a program that offers tax credits? With MasterPlan, you can
focus on each client's specific needs. These needs determine which reports you present.
Because MasterPlan provides you with such a broad spectrum of planning
functions, your approach can be appropriately focused and well balanced.
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