If you scour the internet for award-winning retirement financial planning software you’re likely to find a number of financial planning spreadsheets, tools and calculators. While they may be DIY, none of them are as robust or comprehensive as MoneyGuidePro which is the leading favorite among professional financial planners.
Now you can use the very same software professional CERTIFIED FINANCIAL PLANNER™’s use for their own clients through RetireWire MoneyGuide. It’s is a video-guided financial planning experience created by the CERTIFIED FINANCIAL PLANNER™’s at MoneyGuidePro.
***PLEASE NOTE: Access to this software is limited to 14 days.
If that sounds like you, the RetireWire MoneyGuide is the solution for the DIY investor who really needs a comprehensive financial plan but doesn’t want the “sales pitch”!
The RetireWire MoneyGuide immersive planning experience will help you:
IDENTIFY YOUR FINANCIAL AND RETIREMENT GOALS
The RetireWire MoneyGuide will help you define what type of retirement you want and what type of retirement you need. The software then helps you prioritize those things from most to least important and create a plan which matches your income and assets to your expected expenses and liabilities. Ultimately the goal is to help you achieve everything you’ve dreamed within your financial constraints.
EXPLORE YOUR RETIREMENT OPTIONS
The software shows you in a split second what happens if you save more or less, invest differently, or retire earlier or later among dozens of other retirement variables. It’s your retirement, after all, you should choose between the trade-offs to design your perfect retirement financial plan.
STRESS-TEST YOUR PERSONAL FINANCIAL PLAN
The software gives you the tools to see what happens if investment returns are more or less than expected, if Social Security is reduced, or if you have unexpected long-term care expenses. There’s simply no substitute for the “money confidence” the stress-testing process provides you!
Sign up! The fee is $49 for your online financial planning experience
Schedule your financial planning experience online at your convenience
Create your plan at your scheduled time
Call us if you need us!
***PLEASE NOTE: Access to this software is limited to 14 days from when you first log in.
A Lab is a guided online experience that helps you create a customized financial plan focused on your expectations, concerns, and goals. It gives you a chance to think about how you want to live in retirement, what’s most important to you and how much money you will need to reach your goals. Completing a Lab is a valuable experience that can help you better prepare for retirement.
You can choose when to participate in a Lab and go at your own pace. You may ask questions during the Lab via chat or email as available. Choose a Lab depending on where you are in life. Are you 10 years from retirement? More than 10 years from retirement? Already retired? We have a Lab that can help you. At the end of the Lab, you can choose to have your plan reviewed by an advisor or continue to work on your plan alone.
If you are interested in creating a plan for your retirement, a Lab is for you. It’s also a great way to help you feel prepared when meeting with a financial advisor.
Security of Client Data
Physical Security of Client Data
MoneyGuide, Inc. (“MG”), the developer of myMoneyGuide® and moneyguidepro.com, is committed to protecting your privacy and ensuring the security of your information on our website.
What Personal Information Do We Collect and How Do We Use It?
When you register, we will ask you for your name, email address, and contact information, and you will be asked to select a password. You may also be asked to select a user name.
We use your name to personalize your reports generated by the system. We use your email address to confirm your subscription, user name and password, and to provide customer service. As a registered user, when you select the option to create or access your financial plans, we will recognize you by your user name and password (or e-mail address, as applicable). We may also use the contact information we collect to notify you about any new functions included in our software or new services offered by our website.
What Financial Information Do We Collect and How Do We Use It?
To use our software, you or your financial advisor must input personal financial data for you and, if applicable, your co-client. The personal financial data required may include annual income, current values of and annual additions to investment assets, anticipated retirement expenses, and expected values of future assets such as lump sum distributions from pensions or inheritances. In many instances, these entries are optional. This personal financial information will be used by your financial advisor, in conjunction with our software, to develop financial, asset allocation, and income plan(s) or analyses for you.
“Cookies” are small files used by websites to store information on your computer. For moneyguidepro.com to work properly, your browser must be enabled to accept cookies. Our cookies contain information that identifies you during a session and allows the software to function. This information is not for sale or distribution.
How Do We Protect Your Information?
When you access your financial data, we use a state-of-the-art secure server to keep all your personal information as secure as possible. The transport layer security (TLS) encrypts all information you input before it is sent to us, and all data we collect is protected against unauthorized access. This approach helps ensure that your personal and financial information remains safe and private.
You also acknowledge that MG may aggregate data from its users and subscribers for the purpose of better understanding its user base and/or to research potential changes in content and services. MG may use this collective information for product research or marketing demographics, but we do not disclose, sell, or distribute any information to a third party where such information could indicate directly or indirectly any individual’s financial information.
Your data is not shared with anyone other than the financial professional who invited you. However, it is up to you whether you ask them for help in improving your plan.
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