Want to have fun in retirement?
Then plan for it with a FREE online retirement planning myMoneyGuide Lab® from PIEtech℠
In your FREE 90-minute private and confidential Lab you will:
Set specific goals for your financial future
Learn how to make the most of what you have
Address the most common financial concerns like healthcare and social security
To qualify for the FREE Lab, you must satisfy the following requirements:
Have $200,000 or more in investable assets
Want to maximize expected returns on your investments — in an environmentally-responsible way
Be a U.S. resident under 65 years old who prefers to do-it-yourself when managing your financial affairs
Have 90 minutes to carefully consider your life goals and options
What’s the catch?
There isn’t one.
After creating your FREE private and confidential plan in the Lab, you decide whether to contact us about joining Macroclimate’s Digital Wealth Manager service for impact investors. If you do join Macroclimate®, we’ll provide you with continued access to MoneyGuide® — the #1 financial planning tool for advisors — so you can revisit your plan any time your circumstances change.