One of the not-so-secret secrets of financial planning is that relatively few advisors actually generate the bulk of their income by providing planning advice. Instead, the profession is rooted primarily in product sales and asset gathering.

This has influenced the way our planning software is built. In fact, with its focus on investment accumulation for retirement and college, and on insurance-related scenarios, most financial planning software may be little more than a product-sales and asset-gathering tool.

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