At Shore Point Advisors, we subscribe to MoneyGuidePro®, which is a comprehensive financial planning program. Additionally, our clients are provided access to MoneyGuidePro® as well.
We encourage you to watch the video below to learn a little more about some of the services that are offered by MoneyGuidePro®. Additionally, you can find an example scenario from MoneyGuidePro® that will help you understand how their platform looks and functions.