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CashBalancePRO app for iPhone and iPad

4.0 ( 9120 ratings )
Developer: My Mobile Fans
Current version: 1.1, last update: 10 months ago
First release : 21 Oct 2013
App size: 38.21 Mb

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.