What you get with Cyborg-Advisors myMoneyGuide® and MoneyGuidePro®?
A FUNTirement Plan℠
Retirement is when you stop working. FUNtirement is when you start having more fun. Our Cyborg-Advisors myMoneyGuide® and MoneyGuidePro® makes it easy to create a FUNtirement Plan℠ that helps you have more fun and satisfaction from your money after you stop work.
Plan for retirement, college and more. Then connect to your financial accounts (401(k)’s, IRA’s, mortgage, savings & checking, car insurance, etc., and find out if you’re on track to meet your goals. Complete the easy to use interactive online planning lab to to create a picture of your financial future. Work at your own pace, on your own time and if you need help getting through the process help is just a click away from one of our qualified professionals. Our professionals have on average 20+ years of experience and industry leading credentials.
Meet virtually in high-definition video calls. Use your favorite devices, wherever and wherever, for personalized and professional communications with a planning consultant who is a qualified professional that holds one or more certifications including but not limited to; Certified Financial Planners™ (CFP®), Retirement Income Specialist™ (RIS™), Certified Income Specialist™(CIS™), Certified Fund Specialist™ (CFS™), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) who are able to address every stage of your life. In this no – commitment meeting, you’ll fine tune your plan, get recommendation for a diversified portfolio, and come away with an Action Plan to get you on track toward your goals.
Ongoing, our advanced Next-generation intelligent technology will monitor your portfolio daily,
annual re-balancing, to help keep you diversified and on track. You can revisit your plan whenever you want, access
your plan “In the Now™” with our secured account aggregation anytime instead of waiting on an outdated backward looking monthly or quarterly statement. You will also have access to a planning specialist whenever you want or need.
annual re-balancing, to help keep you diversified and on track. You can revisit your plan whenever you want, access
your plan “In the Now™” with our secured account aggregation anytime instead of waiting on an outdated backward looking monthly or quarterly statement. You will also have access to a planning specialist whenever you want or need.
