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MoneyGuidePro® Financial Analysis

Planning Makes a Difference Click here to begin. Contact our office to secure your unique and confidential login credentials.  

We utilize this tool because planning makes a difference. It is designed to help financial professionals focus on your retirement goals to create a customized plan. It's easy to use, allows you to make changes to your plan and immediately see the impact.

How confident are you that you can reach your goals for retirement?

Financial planning is about more than asets, 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 - It's about how you feel and what you want.  What does your confidence meter say about your retirement goals?

We will sit down with you and go over your goals, your concerns, your expectations and devise a true financial plan to help you reach those goals.

You will have the ability to log in to your plan and change review and even be able to see how the market fluctuation may have affected your goals.

For more information check out the video below:


We help our clients with Debt Snowballs, Financial Plans and Budgeting give us a call.

MoneyGuidePro® an interactive, confidential, and comprehensive tool to help you to get your finances in order.  Please call us at 614-868-9475 to schedule a free consultation!  You can reach Carolyn Sue Strang at or Phil Boggs at .  The needs analysis and information presented herein is not a financial plan and is not financial planning services. Financial plans and financial planning services are offered only through an investment advisory contract with AIC and through a properly registered investment advisory representative of AIC.

** Disclosures about reports created by MoneyGuidePro®

* The return assumptions in MoneyGuidePro are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in MoneyGuidePro. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment. IMPORTANT: The projections or other information generated by MoneyGuidePro regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. MoneyGuidePro results may vary with each use and over time.

Information that you provided about your assets, financial goals, and personal situation are key assumptions for the calculations and projections in this Report. Please review the Report sections titled "Personal Information and Summary of Financial Goals", "Current Portfolio Allocation", and "Tax and Inflation Options" to verify the accuracy of these assumptions. If any of the assumptions are incorrect, you should notify your financial advisor. Even small changes in assumptions can have a substantial impact on the results shown in this Report. The information provided by you should be reviewed periodically and updated when either the information or your circumstances change. Information Provided by You MoneyGuidePro Assumptions and Limitations All asset and net worth information included in this Report was provided by you or your designated agents, and is not a substitute for the information contained in the official account statements provided to you by custodians. The current asset data and values contained in those account statements should be used to update the asset information included in this Report, as necessary.

Assumptions and Limitations MoneyGuidePro offers several methods of calculating results, each of which provides one outcome from a wide range of possible outcomes. All results in this Report are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. All results use simplifying assumptions that do not completely or accurately reflect your specific circumstances. No Plan or Report has the ability to accurately predict the future. As investment returns, inflation, taxes, and other economic conditions vary from the MoneyGuidePro assumptions, your actual results will vary (perhaps significantly) from those presented in this Report. All MoneyGuidePro calculations use asset class returns, not returns of actual investments. The average annual historical returns are calculated using the indices contained in this Report, which serve as proxies for their respective asset classes. The index data are for the period 1970 - 2015. The portfolio returns are calculated by weighting individual return assumptions for each asset class according to your portfolio allocation. The portfolio returns may have been modified by including adjustments to the total return and the inflation rate. The portfolio returns assume reinvestment of interest and dividends at net asset value without taxes, and also assume that the portfolio has been rebalanced to reflect the initial recommendation. No portfolio rebalancing costs, including taxes, if applicable, are deducted from the portfolio value. No portfolio allocation eliminates risk or guarantees investment results. MoneyGuidePro does not provide recommendations for any products or securities