Clients Give Thumbs UP to New Technology

Lindsay Crosby |

For no additional fee, interested clients of Crosby Advisory Group now can have their own private portal to Money Guide Pro, a leading provider of financial planning software.  The software has been extremely beneficial in getting clients involved in their accumulation plan.  “When can I retire? How much do I need to retire? How much can we spend on travel per year?” Money Guide Pro helps add clarity to these questions by giving us real-time feedback on the likelihood our goals are obtained based on our saving and spending habits.  As an advisor the software gives us yet another data point from which to adjust along the way.  A financial plan is a fluid plan that evolves with the needs and goals of the investor.  I think technology like Money Guide Pro helps many of our clients bring their plan to life.    Contact our office to learn more: 855.496.0770.