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CashBalancePRO

CashBalancePRO is a smart mobile tool for financial advisors, CPAs, TPAs and other retirement professionals wh...

Free

Store review

CashBalancePRO is a smart mobile tool for financial advisors, CPAs, TPAs and other retirement professionals who want to grow their businesses with Cash Balance plans. App features include a calculator showing maximum qualified plan contributions based on a client’s age, a helpful FAQ about Cash Balance plans, and a simple form for requesting a free plan design for a client. App users can also click or call to be connected with a Cash Balance expert at Kravitz.

Store rating

4

out of

3 reviews

Size

38.2 MB

Last update

July 6, 2020

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