MoneyGuidePro (MGP) gives you the confidence you need to help your clients navigate the challenging terrain of today’s uncertain financial world. MGP’s unique planning philosophy is a hybrid – goal-based planning with full cash flow after retirement. MGP helps you create a well-crafted plan for your clients -- with results they understand and a clear path they can realistically follow.
Using an MGP plan as a guide, you’ll be confident you’re providing the right advice, and your clients will be confident they’ve chosen the right advisor.
Our Unique Planning Philosophy
1. Begin with the clients’ goals (their hopes and dreams) and the Importance of each goal.
2. Create many distinct goals during retirement – categorizing them as Needs, Wants, or Wishes.
3. Provide valid, supportable assumptions appropriate for long-term planning.
4. Create optimized solutions based on clients’ preferences.
5. Present the results in ways clients understand.
Specialties
Financial Planning Software
