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Holland Advisory Services can create customized templates for you for use in financial planning, such as customized NaviPlan Extended templates and document packages, and custom programmed spreadsheets and databases. 

We can also provide assistance with reports, presentations, and other material for your clients.

An article on Customizing Written Financial Plans appeared in Virtual Office News in December 2005.

 

Please contact us to find out more.

 


Want to find out more? Email with questions or comments.
Last modified: 12/04/06