Most people may benefit from mapping out their financial future in three critical areas:
Protecting or replacing your future income
Accumulating assets by reducing debt and saving more of your own money
Protecting your assets once you have accumulated significant savings.
To help you do that we have...
MoneyMap® is Unique
Easy To Understand
Unlike many industry financial programs, MoneyMap® creates simple, understandable reports. The program offers a “real world” view and a step-by-step approach to help accomplish your goals.
Comprehensive MoneyMap® presents a comprehensive “snapshot” of your finances: net worth, retirement, college, savings, income, taxes, insurance, and a Disappearing Debt report to help in the elimination of debt.
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 MoneyMap® is on a secure, password protected site.
Complimentary
Unlike many of our competitors we do not charge for value you will receive fromMoneyMap®, it is offered to all our clients and prospective clients at no cost.
To get more information about how the MoneyMap® system may help you, simply fill out our Information Request Form.We will be happy to work with you to develop a complimentary, personalized MoneyMap®.
Call: (336) 472-5212 or Toll free 800-507-3009
Email to set an appointment or to receive online access.
*The following disclosures are applicable for the reports generated by the MoneyMap: • MoneyMap 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 your input 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 MoneyMap regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
MoneyMap* is not an accounting system. It also is not a financial plan. We suggest you consult your attorney, accountant or tax advisor for information concerning your particular situation.
