System for financial planning

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United States of America Patent

PATENT NO 7577597
SERIAL NO

09393024

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Abstract

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A system for financial planning is disclosed. The system determines at least one financial strategy for assets to meet financial goals. The system determines an outcome for each of a plurality of financial strategies and selects at least one of the financial strategies to meet the financial goals using a software-implemented decision analysis and the outcomes for the financial strategies.

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Patent Owner(s)

Patent OwnerAddress
T ROWE PRICE ASSOCIATES INC100 EAST PRATT STREET BALTIMORE MD 21202

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Allison, Suzanne S Baltimore, US 1 37
Healy, Joseph P Baltimore, US 1 37
Liebes, Phillip Baltimore, US 1 37
Surguine, James M Laurel, US 1 37

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