Victory Wealth Partners utilizes a variety of industry financial tools and resources, including MoneyGuidePro™, a state-of-the-art, financial analysis and projection software program to provide the highest quality retirement planning services to our clients.
MoneyGuidePro™ is the flagship product of PIEtech, Inc., a web-based financial planning software program that helps Victory Wealth Partners create, implement and maintain investment strategies that will best meet the lifetime financial goals of our clients.
MoneyGuidePro™ provides retirement and college planning, asset allocation, insurance needs analysis and estate planning.
MoneyGuidePro™ Client Features:
- The “Retirement Lifestyle Workbook,” is a brochure-style data gathering form that can be used to guide an important discussion on retirement planning.
- The “Long Data Gathering” is a questionnaire that is customize to meet your needs to provide a framework for gathering the minimum amount of data necessary to generate a short-term and long-term prospective retirement plan.
- The “College Plan” data gathering and investment planning to save for college tuition expenses