Who We Help Helping Individuals and Families Through All Life's Stages MoneyGuidePro® Software Overview - Client Version from MoneyGuidePro on Vimeo. ABOUT THE DIAGRAM We help a variety of people create a financial plan centered around their goals. Here’s a sampling of those we help through life’s various stages. Individuals & Families Just Getting Started ProtectionRetirement PlanInitiating/Designing Financial PlanCollege FundingStudent Loan/Debt Management Business Owners Succession PlanningCompany Retirement PlansKey Employee, Buy SellsExit strategiesTax Planning Early-Career Professionals Student Loan ManagementBenefit ReviewEstablishing a Long-Term Investment StrategyFinancial Plan Framework Mid-Career Professionals Consolidation of AccountsPensions Option ReviewFinalizing Retirement PathInvestment AllocationRetirement Income PlanningInvestment Risk AnalysisSocial Security PlanningElder Parent Planning Late-Career Professionals Sustainable IncomePortfolio Risk Mgt.Longevity PlanningHealth Ins/Medicare PlanningBeneficiary PlanningEstate PlanningCharitable GivingSocial Security DecisionROTH ConversionsRMD Planning
