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  2. MoneyGuidePro®

MoneyGuidePro®

Financial planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals.  MoneyGuidePro® helps address common fears and concerns such as health care costs, outliving your money and the best time to file for Social Security benefits. The Confidence Meter helps you gauge how likely you are to reach your goals and whether you are on track instead of focusing on headlines.

MoneyGuidePro® financial planning software is designed to help AK Financial Group focus on your retirement goals to create your customized plan. It’s easy to use, allows you to make changes to your plan and immediately see the impact on your financial future.

For more information about using MoneyGuidePro® to analyze your portfolio, please call our office at 949-788-7700 or email us at ak@akfinancialgroup.com.

Connect with Us

 

6 Venture, Suite 390
Irvine, CA 92618
(949) 788-7700 phone
(800) 828-2341 toll-free
(949) 788-7700 fax

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and AK Financial Group are separate entities from LPL Financial.

The LPL Financial registered representative(s) 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.

ANDREW C. KARLINSKI, CFP® / CA, CO / AK FINANCIAL GROUP / LIC #0535080 /
CO LIC #662276 / LIC #0748153.

LPL Financial Form CRS

 

 

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