United Services Automobile Association (Usaa)

Alan Sell

Bruce Wilks

Nancy Shutt

Laif Wheeler

Andrew Dempsey

Ivan G Quan

Leslie Tomlinson

Ralph J Smith

Norbert Janiszeski

Laurie Jimenez

David Hirner

A method, a system and a computer-readable medium for generating a financial investment recommendation plan to a customer is described. A financial questionnaire is provided to a customer and is completed by the customer or a customer service representative assisting the customer, and the questionnaire has several options available to the customer, to include selecting an option to indicate that a tax-advantaged recommendation is desired to minimize taxes owed. The customer enters financial asset information and receives a recommendation with product-level detail on specific financial products to invest in, along with an action plan to assist the customer with investing in the financial products suggested in the recommendation.

System and method of providing a financial investment recommendation using a portfolio planner

Growing community of inventors

Boerne, TX, United States of America

Alan Sell