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Goal-Based Financial Planning for Everyone

Meet the unique needs of your clients with MoneyGuide Pro, which is designed for advisors who want to make financial planning approachable with user-friendly tools. Advisors of all sizes can create custom planning services to navigate complex financial circumstances and simplify planning for clients.

MoneyGuide Pro Features

MoneyGuide Pro Features

 Customize asset classes and portfolios, create detailed plan summaries, decide which Social Security strategy is best for the plan, and more. There's also an option to give detailed advice on health care costs in retirement.

MoneyGuidePro Benefits

Simplify the complex financial elements of your clients' lives with this efficient user-friendly tool that's designed to meet the unique needs of every client with goal-based planning services.

Online Fact Finer

Save time for you and your clients, even if they're busy, by allowing them to enter financial information from their home or office.

Auto Goals

Leverage AI technology to prioritize goals for your clients' futures, and even edit them based on individual needs and wishes.

Health Care Cost

Prepare for potentially big healthcare costs in retirement by calculating out of pocket expenses specific to each client over the course of the plan.

Risk Tolerance

Create a realistic picture for clients and help determine the appropriate balance of risk and return with this intuitive approach.

Test Variables

Help your clients adjust what they can control and keep them confident with the ability to quickly adjust plan specifics and see an immediate personal impact.

Stress Testing

Proactively guide your clients through unexpected challenges, including inflation that's higher than expected or smaller Social Security payments.


Help your clients clearly understand their current portfolio and where they need to go to realize their long-term financial success.

Planning Portal

Keep your clients focused on their long-term success with this portal, which can be accessed via phone, tablet, or desktop from anywhere.

*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Financial Planning Made Easier

More about MoneyGuidePro: Communicate effectively with clients and navigate life’s complex financial events together to work toward long-term success.

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About Us

We offer a unique connected approach that guides clients and advisors towards long-term success.

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Our Team

We're experienced independent advisors whose uniquely connected approach offers everything you need for efficient long-term planning.

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Learn more about how our proactive approach can set you up for long-term financial success.

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