MoneyGuidePro®

A two-way digital experience for financial planning

A powerful, sophisticated goals-based financial planning software used to design a personalized, high-quality financial plan based on your financial goals.

Account Overview

My Snapshot

View your financial plan at a glance, including progress to date and your confidence measure for meeting your long term goals.

SCENARIOS

Play Zone

Try out new scenarios in the Play Zone® by adjusting factors such as your age of retirement, how much you spend on each goal, how you invest and how much you save. Instantly see impacts to your confidence measure and send changes directly to your planner.

Collaboration

Two-way Experience

Collaborate with your planner as goals, needs and concerns change. Your planner can send you a plan and see any adjustments you make on your side.

Work with your financial planner to make adjustments and set new goals as the market and your needs change

Get access to the tool and start creating an online financial plan

Investment Management

Build an investment plan that lasts

We keep an eye on your long-term goals and avoid trends that come and go.

Retirement Planning

Plan for the future of your dreams

We’ll help you reach your retirement goals through smart planning.

Royal First Bank Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

Royal First Bank Wealth Management is a registered trademark of Royal First Bank BancShares, Inc. Royal First Bank Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; Royal First Bank Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and Royal First Bank Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through Royal First Bank Investor Services, Inc., Member FINRA and SIPC. Royal First Bank Asset Management, Inc. provides investment advisory services.

See more about Royal First Bank Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

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