JOSEPH PATRICK LINAUGH JR
Accountancy in Lansdale, PA
License number
Pennsylvania CA010053L
Category
Accountancy
Type
Certified Public Accountant
Address
Address
Lansdale, PA 19446
Professional information
Financial Planning Method And Computer System
US Patent:
2006024, Oct 26, 2006
Filed:
Jun 30, 2006
Appl. No.:
11/428119
Inventors:
Edmond Walters - Collegeville PA, US
Jeffrey Schulte - Perkiomenville PA, US
Charles Cronin - Berwyn PA, US
David Lee - Lower Gwynedd PA, US
Joseph Linaugh - Lansdale PA, US
Jeffrey Schulte - Perkiomenville PA, US
Charles Cronin - Berwyn PA, US
David Lee - Lower Gwynedd PA, US
Joseph Linaugh - Lansdale PA, US
International Classification:
G06F 9/44, G06F 17/50
US Classification:
705007000
Abstract:
A computer system, program, and method for assisting financial professionals in determining appropriate financial products (or clients. The system and method present a first set of questions to a client and receives a first set of answers, then the system presents subsequent sets of questions to the client which are customized based on the answers to the first and other previous sets of questions so that the client is not asked redundant, unnecessary, or inappropriate questions, and receives answers to the subsequent sets of questions, wherein the questions request (A) personal information comprising client and dependent names, ages, and marital status; (B) financial information on one or more of savings accounts, investment accounts, insurance policies, retirement accounts, stock options, trusts, history of gifts to family members, loans, charitable contributions, charitable trusts, property, businesses, and income sources; and (C) goal information comprising retirement age and income goals and estate related goals. Information regarding each financial product available for sale by the financial professional is stored along with a set of rules which can be applied to the answers to the questions. In this way, which if any of the available financial products are appropriate to the client's financial situation and goals is determined for the financial professional.
Financial Planning Method And Computer System
US Patent:
2002014, Oct 3, 2002
Filed:
Feb 27, 2001
Appl. No.:
09/795219
Inventors:
Edmond Walters - Collegeville PA, US
Jeffrey Schulte - Perkiomenville PA, US
Charles Cronin III - Berwny PA, US
David Lee - Lower Gwynedd PA, US
Joseph Linaugh - Lansdale PA, US
Jeffrey Schulte - Perkiomenville PA, US
Charles Cronin III - Berwny PA, US
David Lee - Lower Gwynedd PA, US
Joseph Linaugh - Lansdale PA, US
International Classification:
G06F017/60
US Classification:
705/036000
Abstract:
A computer system, program, and method for assisting financial professionals in determining appropriate financial products for clients. The system and method present a first set of questions to a client and receives a first set of answers, then the system presents subsequent sets of questions to the client which are customized based on the answers to the first and other previous sets of questions so that the client is not asked redundant, unnecessary, or inappropriate questions, and receives answers to the subsequent sets of questions, wherein the questions request (A) personal information comprising client and dependent names, ages, and marital status; (B) financial information on one or more of savings accounts, investment accounts, insurance policies, retirement accounts, stock options, trusts, history of gifts to family members, loans, charitable contributions, charitable trusts, property, businesses, and income sources; and (C) goal information comprising retirement age and income goals and estate related goals. Information regarding each financial product available for sale by the financial professional is stored along with a set of rules which can be applied to the answers to the questions. In this way, which if any of the available financial products are appropriate to the client's financial situation and goals is determined for the financial professional.