MoneyEdge Program

MoneyEdge*

 Most people could benefit from mapping out their financial future in three critical areas:

  1. Protecting or replacing your future income
  2. Accumulating assets by reducing debt and saving more of your own money
  3. Protecting your assets once you have accumulated significant savings.
To help you do that we have...
 
 
 
 MoneyEdge*  is Unique
 
Easy To Understand
Unlike many industry financial programs, MoneyEdge* creates reports that you can understand. The program offers a “real world” view and a step-by-step approach to accomplish your goals.
 
Comprehensive
MoneyEdge* presents a comprehensive “snapshot” of your finances: net worth, retirement, college, savings, income, taxes, insurance, and a phenomenal debt elimination report.
 
All In One Place
You can go to one place to see all your finances, now and in previous years.Tracking progress is made easy.
 
"What If"  Scenarios
You can check out the effects of retiring earlier, living longer, changing inflation, changing rates of return; you change a figure, hit “go” and the new numbers are instantly displayed.
 
Interactive
Your financial professionals and you can make adjustments to your plan at any time. You can access your plan over the web, from your home,office, or anywhere you have Internet access.
 
Confidential
The MoneyEdge* is on a secure, password protected site.
 
Complimentary
Unlike many of our competitors we do not charge for value you will receive from MoneyEdge*it is offered to all our clients and prospective clients at no cost.
 
 
 
To get more information about how the MoneyEdge* system may help you, simply fill out our Information Request Form and we will be happy to work with you to develop a complimentary, personalized MoneyEdge*.

 

 

* The following disclosures are applicable for the reports generated by the Money Edge*:

  • Money Edge* is not an accounting system. It also is not a financial plan. We suggest you consult your attorney, accountant or tax adviser for information concerning your particular situation.

  • The reports enclosed within are from information you provided to your adviser or what you inputted into the system. Projections are based on commonly accepted rates of return used in the industry and vary from a 0% rate of return to a maximum of 12% rate of return.

  • The results contained within may vary with each use and over time.

  • The reports generated do not determine, select, or contain any specific securities other than what your financial representative may recommend on the Action Plan report. Any recommendation naming a specific investment must be preceded or accompanied by a current prospectus. The prospectus contains detailed information about the investments, including charges, expenses, investment objectives and operating policies, so please read it carefully before you invest any money.

    IMPORTANT: The projections or other information generated by the Money Edge* regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck