12/4/2023 0 Comments Money guide pro login![]() ![]() HOW WE CALCULATED THESE LIFETIME EARNINGS If this sounds like you, and your situation, we invite you to schedule a friendly introductory meeting with us to learn more and explore the possibility of a partnership. You tend to be more optimistic than pessimistic. You would like to see choices in how your retirement income could be structured and not just offered one solution or product. You don’t want the cookie cutter advice you have realized is offered at most financial planning firms these days and would prefer a personalized plan that reflects your specific dreams and goals. We wrote the book on this subject and you can learn more at. If you also want to pay the IRS the least amount of tax and achieve (or be as close as possible to) the 0% tax bracket (yes, this is absolutely possible) in retirement, we are probably the right firm to work with. We best serve savers who have accumulated between $250K and $3M of investable assets. If you want to understand the best way to create a safe, increasing and predictable income you can’t outlive, we are the right firm for you. We are comprehensive financial planners, but specialize in tax-efficient retirement income planning. This is the 10 years leading up to your retirement (financial independence) date as well as the first 5 years of retirement. Our most valuable work is done for those in the retirement ‘Red Zone’, where getting it right is crucial to long-term financial success. We enjoy working with those who strive to be and do better than average. Thus, we like to focus our work on those we can serve best with our expertise.įirst, we are only looking to work with those seeking a long-term, trusted relationship with a fiduciary financial advisor and have specific goals and ideas for their future. If you choose not to map any accounts from Orion to MGP (send Orion data to MGP), you will still be able to pull plan information from MGP into the Client Portal, Insights App, and sub-reports in Orion.Although it would be great to help everyone achieve financial independence, the truth is, like everyone, we have limited time and capacity. Please note: If you launch the client and you already have the investment assets listed in the plan either entered manually or pulled from another integration, they will be duplicated. Once you go through this process once, it will dynamically update information in both platforms periodically throughout the day. If you would like to see the MGP instances within the Client Portal, Insight app or Report Builder sub-reports, you will need to match each household individually. (Office Manager and Assistant licenses do not integrate)Īfter the first time, it will associate you with your Rep ID in Orion and not prompt you for MGP login info again. If this is the first time you are linking a client to MGP, you will be prompted to sign into MoneyGuidePro with your MGP advisor license credentials. Each Orion account must be linked individually. If no MGP client is found, you can manually find and link it, or create a new one. This will send all active accounts with a value within the household to link them to the client's MoneyGuidePro plan(s) and give you the choice of which accounts to link. ![]() (If you choose Portfolio Audit, you will need to click on a client household record for the "Links" drop-down button to appear in the top right corner, and from the drop-down, select MoneyGuidePro.) You have the option to initiate the launch in either the Household Overview app or Portfolio Audit app. To launch the MGP integration, start in Orion Connect. Follow the steps below to link your households up to MGP. The course provides visual instructions and guidance invaluable to the setup.Īfter going through this course if you have additional questions, let us know. We strongly recommend going through the 15-minute Ascent course, “MoneyGuidePro Integration Checkpoint” under the Integrations Trail so you can learn how to utilize all the features this integration has to offer in Orion. ![]()
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