About Us

Financial Planning Toolkit provides trustworthy, comprehensive, and user-friendly personal financial information that helps people improve their lives.

Sponsorsip

We offer marketers the opportunity to put their messages in front of web users seeking to plan their wealth-building activities. Limited sponsorship opportunities are available for this very targeted content /audience combination.

Content Licensing Opportunities

We license the right to republish Financial Planning Toolkit.... 1500 hyperlinked documents and financial calculators that provide all the essential information a consumer needs to protect his or her family and plan a financial future.

Financial Planning Toolkit provides trustworthy, comprehensive, and user-friendly personal financial information that helps people improve their lives. Content is organized into six modules:

  • Goal Setting and Data Collection
  • Investments
  • Taxes
  • Insurance / Risk Management
  • Retirement Planning
  • Estate Planning

... and is designed to provide individuals with "Total Know-How for Your Financial Future."

These private-labeled documents, calculators, and tools can help you:

  • demonstrate a commitment to helping your customers achieve financial security
  • increase traffic to your site
  • provide editorial support for your revenue-generating products services
  • present an objective perspective on the increasingly numerous and important financial decisions your customers/prospects/members are facing

These licenses enable our clients to use the content in whatever fashion they choose, including marketing and promoting their businesses to their customers, online visitors, and suppliers. Licensees are prohibited, however, from reselling the content to a third party, or displaying this information on any web site other than their own, without our permission.

As a supplier of intellectual property, we strive to deliver our content in a format that is consistent with the server environment in which it will reside. Our intent is to provide a plug-and-play information resource, requiring minimal processing time for our licensees.

For specific ideas of how we can add value to your enterprise, contact Toolkit Sales Manager Scott Hill at 847-267-2141 or at scott.hill@wolterskluwer.com.