The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Feb. 22, 2011
Filed:
Feb. 29, 2008
Bruce Wesley Wilks, San Antonio, TX (US);
Robert Morales, Helotes, TX (US);
Rennie Garcia, Helotes, TX (US);
Robert Anthony Pacheco, San Antonio, TX (US);
Bruce Wesley Wilks, San Antonio, TX (US);
Robert Morales, Helotes, TX (US);
Rennie Garcia, Helotes, TX (US);
Robert Anthony Pacheco, San Antonio, TX (US);
United Services Automobile Association (USAA), San Antonio, TX (US);
Abstract
A comprehensive set of data pertaining to a user is gathered from various sources and analyzed. A financial plan is generated and provided to the user. The user may set financial goals and monitor progress towards achieving the goals, and may set and monitor probabilities of success of achieving the goals. The financial plan may take into account the financial goals and probabilities of success, and may be revised to reflect changes in the financial goals and probabilities of success. In an implementation, a user may be provided with information pertaining to how their finances, financial plan, goals, and probabilities of success compare to a selected population group.