Bank Investment Consultant magazine – review of GoWealthPro Wealth Planner

I really like some aspects of GoWealthPro’s offering. It is one of only a very few firms that seems to be making a serious effort to incorporate health-related data into the financial planning process, and the Retirement Health Care Planner seems highly useful. In addition, most GoWealthPro modules can be completed in minutes, so they can be used cost-effectively…

By Joel Bruckenstein
Click here to read the entire article at Bank Investment Consultant magazine website.

Leave a Reply

Your email address will not be published. Required fields are marked *