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:
Jan. 21, 2014
Filed:
Apr. 14, 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 Associatiion (USAA), San Antonio, TX (US);
Abstract
A user may obtain self-service financial planning. A comprehensive set of data pertaining to a user is gathered from various sources and analyzed to generate a financial plan. A user may be presented with various financial scenarios based on information provided by the user. The user may perform 'what if' analyses to determine prospective financial plans and results based on hypothetical information that the user may provide. A user may be provided with a financial plan and the user may see how the plan changes under various risk tolerances and life event scenarios.