Flat Fee: $600

The MoneyGuidePro Zoomer plan is a financial planning tool designed to engage younger clients or those new to financial planning. It simplifies complex financial topics into an interactive, client-led experience. Users can explore their financial goals, such as retirement planning, asset allocation, and insurance needs, through intuitive features like sliders and visualizations. This approach helps clients understand the impact of their decisions and prioritize their financial objectives effectively.We create strategies that are tailored to your needs and goals.

Flat Fee: $2,499

The MoneyGuideElite retirement plan is a sophisticated financial planning tool designed for advanced retirement strategies. It uses Monte Carlo analysis to simulate various market conditions and assess the likelihood of achieving financial goals. This tool allows for detailed modeling of scenarios like Roth conversions, early distributions, and charitable gifting strategies. It also includes features for holistic stress testing, risk tolerance analysis, and custom report templates to tailor plans to individual needs.

Flat Fee: $3,499

The MoneyGuideElite Retirement & Estate Plan is an advanced financial planning tool that combines retirement strategies with estate planning. It offers features like Monte Carlo analysis to simulate market conditions and assess the likelihood of achieving financial goals. Additionally, it includes estate planning basics such as gifting strategies, bypass trusts, and life insurance policies owned by others. Advisors can illustrate the impact of alternative strategies side by side and generate estate flow charts.