I am excited to announce that TWM has partnered with MoneyGuidePro to provide state of the art Financial Planning. I believe building better planning habits starts with making tools accessible, easy to use, and digital. MoneyGuidePro will provide an innovative, convenient approach by creating tools that my clients can access-anywhere, anytime. Some of the planning features include health care cost planning, social security planning, risk tolerance evaluation, portfolio scenarios/strategies, budgeting, outside account integration, and much more. It is goal based and best of all, my clients will be able to look at their entire financial picture in one place. This will be one more added value for TWM clients!
August 29, 2018