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John Urosevich, CLA Wealth AdvisorsCliftonLarsonAllen will use MoneyGuidePro, a financial planning software package, for providing services to existing and new clients. The application from PIEtech will be used in three CLA business lines wealth advisory, outsourcing and audit, tax and consulting offering financial planning and investment advisory services through CLA Wealth Advisors.

MoneyGuidePro helps clients' identify factors that might derail financial plans. The application's Play Zone enables them to adjust variables within their control, such as retirement age, saving more or spending less, and then seeing the impact of those decisions.

"Financial plans are not static, and MoneyGuidePro helps facilitate dynamic and interactive plans." according to John Urosevic, COO of CLA Wealth Advisors.

A feature called, "What Are You Afraid Of?" explores factors outside of clients' control, such as market corrections, early death, long-term care needs, concentrated stock declines, Social Security and pension cuts. The Confidence Meter and Probability of Success allow advisors and their clients to discern if they are on track to achieve goals.

Last modified on Wednesday, 26 July 2017
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