© 2016 PIEtech℠, Inc. Reproduced with permission. All rights reserved.

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 $50,000 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 state-of-the-art automated investment service for environmentally-responsible investors, which uses institutional-grade portfolios designed by four Nobel Prize winners to maximize your expected returns.

Four Nobel laureates in Economic Sciences have served as Directors and Resident Scientists of Dimensional Fund Advisors (DFA): Merton Miller (1990), Myron Scholes (1997), Robert Merton (1997), and Eugene F. Fama (2013).

Macroclimate® operates independently from DFA and doesn’t receive commissions or financial incentives of any kind for recommending DFA funds. We do so because: 1) our investment beliefs are well aligned with DFA; and 2) DFA funds offer a way to attain broadly diversified low-carbon portfolios at low cost. Assets Under Management: $100M (January 2017).

If you do join Macroclimate®, we’ll provide you with continued access to MoneyGuide® — the #1 financial planning software for advisors — so you can revisit your plan any time your circumstances change.

You earned it. Make the most of it.

Have 401k from your old employer?
We can help you roll it over to a Fossil Free IRA.

myMoneyGuide Lab® is registered trademark of MoneyGuide Advisory, Inc., and is delivered by PIEtech, Inc. Used with permission. All rights reserved.