Financial Planning
We provide financial planning options to meet your needs,
where you are
Asset Allocation Plan
If you are looking for a streamlined approach you can simply open an account using our automated service. Then customize your asset allocation with our pre-screened investment options or selected one of our existing asset allocations and we'll take care of everything else.
My Moneyguide Labs
My Moneyguide Labs from Moneyguidepro allow you to build a working financial plan in a 90 minute Instructor guided online Lab. This is a great tool for individuals as well as an outstanding solution for Complany Sponsored retirement plans.
* A $75 lab fee applies (Couples are counted as ONE)
Financial Plans
Using Moneyguidpro or Morningstar one of our planners can work with you to build your plan. Fees vary based on need. However, because there is more detailed planning neccessary for your estate, tax and charitable goals, this is a value add on to the MyMoneyguide Lab.
Company Retirement Plans
My Moneyguide Labs are available to plan sponsors as well to meet DOL financial planning requirements and are identical to individual labs. A flat rate of $75 per attendee can be paid by the plan sponsor or offered to the employee as an optional service. (Couples count as ONE / Group discounts are available)