GoWealthPro
HQ Address
12707 High Bluff Dr, Suite 200, San Diego, CA 92130, United States
Website Address
Business introduction
Financial advisers' favorite platform for financial planning
Making financial planning intuitive, efficient, and effective
GoWealthPro, a recognized innovator of intuitive and affordable technologies, helps thousands of financial advisers effectively acquire their targeted clients and efficiently create actionable financial plans. GoWealthPro's unique products include the Wealth Planner™ for client centric financial planning and featuring the industry's first retiree healthcare planning capability, the Personal Financial Index® for client education/acquisition, and the Social Security Maximizer™ for advanced Social Security planning.
GoWealthPro Solutions
Personal Financial Index®
The Personal Financial Index® (PFI) is free for consumers. Financial advisers use the PFI for educating prospective clients while corporate employers use it as a powerful employee benefits service and for Department of Labor compliance (ERISA). They have the ability to have it installed on their websites or employee benefits......
business needs
view solutionSocial Security Maximizer™
The Social Security Maximizer™ standard version is free for all financial advisors. The premium version that gives unlimited access and customized client reports is available for a nominal fee. This software allows financial advisors to maximize the Social Security benefits for their clients. With its intuitive user interface, the tool......
business needs
view solutionWealth Planner™
The Wealth Planner™ is a sophisticated yet intuitive planning platform that allows financial advisors to efficiently create both goals based and cash flow based financial plans. This online platform can be accessed via all leading web browsers on most computing devices, including smartphones and tablets, running on different operating systems (Windows, Mac, iOS, Android).......
