MoneyGuidePro expert

Budget

$22.00HOURLY

Client

Vikas Y India

Status

OpenFeb 11, 2019
Looking for an expert in MoneyGuidePro to assist me in financial plans for my clients. I typically have 3-5 new plans per month. Must be able to create additional 'What If' scenarios to illustrate to clients the benefit of adding a long-term care policy, whole life policy, or annuity with lifetime income in addition to the basic adjustments to the plan (spend less, save more, adjust asset allocation)

Skills & Expertise Required

Financial Modeling Financial Planning 

Offer to work on this project closes in 195 days!

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