Money Edge Pro

Where do you stand?  Are you on track for retirement?  College?  Do you have a game plan to eliminate debt?  Will you be able to financially handle an unexpected emergency?  Are your short term funds earning a competitive rate?  Do you have enough life insurance to meet your needs?  Are you over-paying?  Do you need long term care insurance?

Your financial professional can help answer these questions by using Money Edge Webpro, a tool to help families create financial independence.  It’s an easy to understand financial software program that can generate a simple short report that is understandable and to-the-point.  Get yours today!

Click here for sample report to view and make changes to a report.

Click here to visit

User Name: moneyedge    PW: webpro    (log in as client)

With the "Retirement Projection" page you can run what if scenarios.

Why is Money Edge WebPro unique?

EASY TO UNDERSTAND.

Unlike many industry financial programs, Money Edge WebPro creates reports you can understand.  The program offers a “real world” view and a step-by-step approach to accomplish your goals.

COMPREHENSIVE.

Money Edge WebPro presents a comprehensive “snapshot” of your finances: net worth, retirement, college, savings, income, taxes, insurance, and a phenomenal “Disappearing Debt” report.

EVERYTHING IN ONE PLACE.

Many clients are thrilled that they can go to one place to see all their finances, now and in previous years!

PROVIDES “WHAT IFS”.

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.

Financial professionals and their clients can make adjustments to their plan at any time.  You can access your plan over the web, from your home or office, or anywhere you have internet access!

How to get started

To help you achieve your goals, we must know where you are and where you want to go.  Gather what you can; we can always estimate if you can’t locate something.

INCOME INFORMATION

Recent pay stubs or last years tax returns.

RETIREMENT ACCOUNT STATEMENTS

IRAs, 401(k)s, 403(b)s, 457s, SEPs, SIMPLEs, Annuities, and/or any assets earmarked for retirement.

NON_RETIREMENT ACCOUNT STATEMENTS

Savings and checking, CD’s, mutual funds, brokerage accounts, money markets, and /or any assets not earmarked for retirement.

INSURANCE POLICIES OR ILLUSTRATION PAGES

Auto, home, health, life, disability, long term care etc.

DEBT/LOAN STATEMENTS

Mortgages, auto loans, student loans, credit cards, etc.

COMPANY BENEFITS STATEMENTS

Annual or quarterly statements or benefit booklets.

EDUCATIONAL ACCOUNT STATEMENTS

Savings accounts, savings bonds, education IRA’s, UGMAs, UTMAs, 529 prepaid tuition plans, 529 savings plan , or any other assets earmarked for education.