In Their Own Words...

Name: Virgil Blank

Location: Honolulu, HI

Type of Investor: Individual Investor

# of Entities: 5

Products Used:
Navigator
Impressions

Because of his electrical engineering as well as his accounting background, Virgil Blank spent much of his working career consulting, lecturing, and writing about the revolutionary change then going on in accounting for data using computers instead of punch-card and other mechanical methods. After a successful career at Deloitte and Touche in their San Francisco and Honolulu offices, Virgil now enjoys an active retirement in Hawaii where he says he "runs out of time every day." "I made the decision to turn my back on business and learn other things when I retired," says Virgil, who has lived in Hawaii for 37 years. When he first retired, Virgil started out doing wood carving and cabinetry and then moved on to studying Japanese and Chinese. That in turn led him to study Chinese art and, as a result, he has become quite accomplished at Chinese brush painting and calligraphy, exhibiting and selling his paintings to collectors across the country. Having Financial Navigator as his "right hand" has helped him to easily keep his financial affairs in order so that he has time to pursue his interests and enjoy life in Hawaii.

"We have a joint trust that requires good record keeping," notes Virgil. "I make use of most of the functions of Financial Navigator, and it helps me keep track of securities, produces financial statements and provides 90% of the tax information I need. It’s not an overbearing process at all." He first learned about Navigator in 1989 from some of his former associates at Deloitte and Touche who had evaluated the program and had considered it appropriate for use by many of their small business clients. He started using it in 1990.

"I am not hesitant to tell people about Navigator," says Virgil. "It is one of the best record-keeping and financial-reporting products on the market and I have lost count of the number of people I have recommended it to."

"The user support is very good," adds Virgil. "They are very responsive whether it be by email or phone. I haven't had any real glitches to speak of, but I have needed a little help, and they have always been very responsive to any suggestions I have provided regarding the program."