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Your Goals in Real-Time

This isn't your Grandfather's financial plan.  Modern planning is real-time, dynamic, and goals driven.  Our Planners use cloud-based, secure planning software that measures the ability to achieve your goals in real-time.  Need to make changes to your plan?  No problem.  See how potential changes to your goals will affect your plan instantly.

Already a Client?

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Real-Time Plan Dashboard

Mobile Ready.

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Real-time budgets & expense tracking.

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Link spending or credit accounts to your dashboard to track expenses and create a budget.

Track Your Spending & Budget

Our Planners will help you understand the risk of your investments & how Social Security will affect your Plan.

Risk Analysis

Social Security Analysis

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Social Security Analysis

Start Your Financial Plan Today!  Simply Register Below to Begin:

To register for a complementary Financial Plan evaluation, click the link to register for our plan software.  One of our ACG Planners will be here to help!

Investment advisory services offered through Advanced Capital Group (“ACG”), an SEC registered investment adviser.   The information provided herein is intended to be educational in nature and not intended to be advice relative to any specific investment or portfolio offered through ACG.  Additional fees may apply due to exchange-related trading costs or trading in foreign securities.  Information contained on this website is from sources deemed to be reliable.  ACG is not liable for errors from these third party sources. References to specific securities are solely for illustration and education relative to the market and related commentary.  Individual investors should consult with their financial advisor before implementing changes in their portfolio based on information contained on this website.  For additional information about the services offered by ACG, please view our Form ADV Part 2A and Form CRS by visiting this link. 

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Investments are not insured by the FDIC and are not guaranteed by ACG, or any of its affiliates. Investments are subject to risks, including the possible loss of the principal amount invested.  Not an investment advisory contract.  This information is not intended to be a solicitation for specific funds or securities.  

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