When you’re on your way

Now, you can afford expert financial planning help when you need it most – to help you become wealthy, not just stay that way. It’s a smart move. People with a financial plan are twice as likely to be prepared for contingencies and save for important goals.

My Wealth Coach® costs just $150 a month with a 2-year contract. Less than your cable bill! 

Expert Planner
  • Learns your individual goals
  • Help you make smart choices
  • Always ready to answer your questions
Powerful online tool
  • View all your accounts at a glance
  • Know exactly how you're tracking against goals
  • Gain control and confidence!

How My Wealth Coach works:

1
Establish Goals and work with your advisor to create an Action Plan.

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2
Email questions anytime and get expert, tailored-to-you answers.

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3
Review annually and check your progress anytime. You have complete control.

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Find out more or get started now: Jim McGowan  will be happy to answer your questions and get you started.      Email      V-card