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:
Jun. 23, 2015
Filed:
Sep. 27, 2007
Norbert Janiszeski, San Antonio, TX (US);
Laif Wheeler, Helotes, TX (US);
Laurie Jimenez, San Antonio, TX (US);
Nancy Shutt, Bulverde, TX (US);
Alan Sell, Boerne, TX (US);
Ralph J. Smith, San Antonio, TX (US);
Ivan G. Quan, San Antonio, TX (US);
David Hirner, San Antonio, TX (US);
Leslie Tomlinson, Helotes, TX (US);
Andrew Dempsey, San Antonio, TX (US);
Bruce Wilks, San Antonio, TX (US);
Norbert Janiszeski, San Antonio, TX (US);
Laif Wheeler, Helotes, TX (US);
Laurie Jimenez, San Antonio, TX (US);
Nancy Shutt, Bulverde, TX (US);
Alan Sell, Boerne, TX (US);
Ralph J. Smith, San Antonio, TX (US);
Ivan G. Quan, San Antonio, TX (US);
David Hirner, San Antonio, TX (US);
Leslie Tomlinson, Helotes, TX (US);
Andrew Dempsey, San Antonio, TX (US);
Bruce Wilks, San Antonio, TX (US);
United Services Automobile Association (USAA), San Antonio, TX (US);
Abstract
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.