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 ROCHESTER, N.Y., Sept. 25 /PRNewswire/ -- Whitehall Asset Strategies Inc., in conjunction with "Money" Magazine Services, has launched the nation's first comprehensive financial planning service offering unbiased, customized financial plans priced within the budgets of middle-income consumers.
 The plan, Personal Financial Strategies(SM), helps individuals meet their financial goals without relying on brokers or sales people. Whitehall and "Money" Magazine Services neither sell nor recommend investment products, making the service an unbiased source of financial advice.
 Consumers can receive free information about the service by calling 800-245-0747.
 Whitehall offers a money-back guarantee, enabling a customer to return a plan for a refund within 90 days after receipt of the plan if he or she is dissatisfied. Cost of the standard plan is $295, substantially less than fees of most independent financial planners.
 A marketing agreement with "Money" Magazine Services enables Whitehall to sell Personal Financial Strategies directly to U.S. consumers through "Money" Magazine Services, a marketing affiliate of the magazine. An advertising campaign began in the October issue of "Money." In addition, Whitehall will offer the service to corporations through employee benefits departments and/or credit unions. CREATING INDIVIDUALIZED PLANS
 Each Personal Financial Strategies plan is completely customized, since its recommendations are based on information supplied by the client. Once a consumer completes a questionnaire, the information is analyzed by a sophisticated computer system, with recommendations and projections generated in accordance with the client's goals. The plan is then reviewed by a Whitehall financial expert before delivery to the client.
 Some 65 man-years of programming time went into developing the Personal Financial Strategies system at a cost of $10 million. In 1989, the American Association of Artificial Intelligence recognized PFS as one the most innovative systems ever developed.
 Each Personal Financial Strategies plan includes more than 100 pages of detailed, easy-to-understand recommendations including:
 - Specific ways to reduce tax liability.
 - How to choose savings and investment vehicles.
 - Budget and debt management strategies.
 - Retirement and estate planning strategies.
 A toll-free 800 telephone hotline puts clients in touch with the company's financial experts for extra help. For a free information kit on Personal Financial Strategies, consumers may call 800-245-0747.
 -0- 9/25/92
 /EDITOR'S NOTE: Personal Financial Strategies is available in about 30 states, and should be available in all 50 states in the next few months, pending investment advisor registration with state agencies/
 /CONTACT: Jonathan Bulkeley, president of "Money" Magazine Services, 212-522-2502, or David Kassnoff of Eric Mower & Associates, 716-473-0440, for Whitehall Asset Strategies/ CO: Whitehall Asset Strategies, Inc.; Money Magazine Services ST: New York IN: FIN SU: JVN

BM -- CL004 -- 3437 09/25/92 10:27 EDT
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No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 1992 Gale, Cengage Learning. All rights reserved.

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Publication:PR Newswire
Date:Sep 25, 1992

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