MoneyGuidePro®

MoneyGuidePro* takes the uncertainty out of planning for life events and long-term goals.

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Set Your Financial Goals with MoneyGuidePro

Put your big financial decisions into perspective with MoneyGuidePro. MoneyGuidePro helps you work out what’s important to you and when you want it to happen. MoneyGuidePro can incorporate any big life change, from a new child to an inheritance, into a solid financial plan ending in retirement.

MoneyGuidePro simplifies the planning process by placing what you need, want and wish for into stages:

Needs

  • Living expenses
  • Housing
  • Healthcare

Wants

  • New vehicle
  • Home renovation
  • College savings

Wishes

  • Travel
  • Toys
  • Vacation home

Compare what you want to spend, to what you’re on track to earn, and you’ll get a Confidence Zone score. Make changes to your plan—such as the timing for your renovations and watch your Confidence Zone score go up.

Needs Only

Wants Only

Wishes


No cookie cutter plans here, just an easier way to understand your goals and how to achieve them. Our Firehouse Financial Advisors understand the unique needs of the Fire Family better than anyone else.

 

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      Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Firefighters First Credit Union and Firehouse Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Firehouse Financial, and may also be employees of Firefighters First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Firefighters First Credit Union or Firehouse Financial. Securities and insurance offered through LPL or its affiliates are:

      Not Insured by NCUA or Any Other Government Agency
      Not Credit Union Guaranteed
      Not Credit Union Deposits or Obligations
      May Lose Value


      Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

      Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

      The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

      * © MoneyGuide, Inc. Reproduced with Permission. All rights reserved.