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Our Philosophy & MoneyEdge

Most people could benefit from mapping out their financial future in three critical areas:

  1. Protecting or replacing your future income
  2. Accumulating assets by reducing debt and saving more of your own money
  3. Protecting your assets once you have accumulated significant savings.

Easy To Understand

Unlike many financial planning programs, MoneyEdge creates reports that you can understand. The program offers a “real world” view and a step-by-step approach to accomplish your goals.


MoneyEdge presents a comprehensive “snapshot” of your finances: net worth, retirement, college, savings, income, taxes, insurance, and a phenomenal debt elimination report.

All In One Place

You can go to one place to see all your finances, now and in previous years.Tracking progress is made easy.

"What If"  Scenarios

You can check out the effects of retiring earlier, living longer, changing inflation, changing rates of return; you change a figure, hit “go” and the new numbers are instantly displayed.


Your financial professionals and you can make adjustments to your plan at any time. You can access your plan over the web, from your home,office, or anywhere you have Internet access.


The MoneyEdge is on a secure, password protected site.

To get more information about how the MoneyEdge system may help you, simply contact our office and we will be happy to work with you to develop a complimentary, personalized MoneyEdge.

* The following disclosures are applicable for the reports generated by the MoneyEdge:

  • MoneyEdge is not an accounting system. It also is not a financial plan. We suggest you consult your attorney, accountant or tax adviser for information concerning your particular situation.
  • The reports enclosed within are from information you provided to your adviser or what you inputted into the system. Projections are based on commonly accepted rates of return used in the industry and vary from a 0% rate of return to a maximum of 12% rate of return.
  • The results contained within may vary with each use and over time.
  • The reports generated do not determine, select, or contain any specific securities other than what your financial representative may recommend on the Action Plan report. Any recommendation naming a specific investment must be preceded or accompanied by a current prospectus. The prospectus contains detailed information about the investments, including charges, expenses, investment objectives and operating policies, so please read it carefully before you invest any money.

IMPORTANT: The projections or other information generated by the MoneyEdge regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.