225 N.E. Mizner Blvd.
ADVANCED TIME SEGMENTATIONTM (ATS)
Advanced Time Segmentation (ATS) is ideally for clients who are currently retired or are within 15 years of retirement. ATS is a proprietary Financial Planning Strategy that addresses thethree biggest concerns of retirement - income, risk, and inflation - by creating inflation-adjusted income, that addresses risk by giving equities time to potentially grow untouched. (To learn more, click here, to watch the ATS video)
MONEY GUIDE PRO
Money Guide Pro is an advanced Financial Planning software that addresses clients needs, wants and wishes regarding their financial goals and dreams. It can also help to uncoverpotential pitfalls to a financial plan, such as the negative impact of a Long-Term Care Event.
Upfront/One-Time Fee - May be the preferred option for a client that has a special situation or wants consultation services, rather than ongoing financial services.Monthly - May be the preferred option for a client that has a special situation or wants consultation services, rather than ongoing financial services.Quarterly - May make sense when services vary throughout the year or if there are services or other factors that already take place on a quarterly basis.Convenient Payment Methods - ACH (preferred and most convenient method) or Credit Card
(click to download the pdf)