United Services Automobile Association (Usaa)

David Hirner

Bruce Wilks

Andrew Dempsey

Nancy Shutt

Laif Wheeler

Ivan G Quan

Leslie Tomlinson

Alan Sell

Norbert Janiszeski

Laurie Jimenez

Ralph J Smith

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

San Antonio, TX, United States of America

David Hirner