Your car’s GPS can take you anyplace you want to go. It will give you a map, directions, mileage, route suggestions and even your estimated time of arrival. It makes traveling simpler than ever.
But what if your destination isn’t found on a map?
If you have financial goals, you need a plan to achieve them. Yet the journey of financial planning can be overwhelming when you have to track your budget, spending, investments, retirement savings, tax strategy… it’s a lot to take in.
So we’ve made financial planning simpler than ever, too—with Financial GPS.
The name stands for Guidance | Planning | Strategies, and with good reason. By collaborating with Avantax Planning Partners, we’ve developed a single dashboard that displays all of your financial information. You can check your budget and make sure your spending stays in line. Watch your investment balances update in real time in response to market performance. See how your decisions today affect your goals for the future. All in one safe, secure place.
Just like your car’s GPS, Financial GPS gives you a reliable, turn-by-turn route to wherever you want to be.