"We help people make personal financial decisions. We charge by the hour or the project - no products, or commissions of any kind."

We help you make the most of the only life you have by giving you:
• Confidence in achieving the goals you uniquely value,
• While avoiding undue sacrifice to your lifestyle,
• And avoiding unnecessary investment risks.

Isn't it time for a Certified Financial Planner who puts your interests first?

The Real Time Financial Checkup

Money Professionals Group offers the Real Time Financial Checkup session for clients who seek professional advice but are not yet ready for a more detailed financial-planning engagement. The Real Time Financial Checkup relies on efficient use of online technology to help determine whether you are on track to achieve your goals. Email wblanchard@mpg.bz to schedule your session.

What It Is
It is a single, 2-hour meeting that focuses on one or two financial issues. A short summary of recommendations will be sent to you after the meeting.
What It's Not
It is not a detailed financial review and will not result in a comprehensive financial plan. It is most appropriate for clients with fairly simple financial circumstances.
Cost: $600
This price is based on a total, estimated engagement time of three hours: two hours for the meeting and one hour for planner time before and after the meeting. Payment is due in full at the time of the meeting.
Discussion Topics
Potential topics for discussion include 401(k) investment choices, college savings strategies, debt management and basic retirement forecasting.
In Person or Online
The Real Time Financial Checkup session can be conducted in person at our meeting locations in the Orlando area or Melbourne, or via an online session that utilizes the latest in web conferencing technology, including video, audio, instant messaging and telephone conference calls.
Written Recommendations Plus a Report Card
A summary of recommendations and a financial planning report card will be sent to you in PDF format after your checkup session. Email and telephone support will be available for 15 days after the session to answer questions and offer advice on implementing the recommendations.
Credit Toward Future Engagements
Financial Checkup clients who re-engage the firm within three months of their original session will receive a 50-percent credit toward the cost of other services offered by Money Professionals Group. Clients who re-engage within three to six months will receive a 25-percent credit.

Money Professionals Group (MPG) is a Registered Investment Advisor located in the state of Florida. MPG is in compliance with current registration requirements for this type of business in the state of Florida. MPG may only transact business in Florida or a state where it qualifies for an exemption or exclusion from registration requirements. Money Professional's website is limited to the dissemination of general information pertaining to investment advisory services. Accordingly, MPG does not, and will not, effect or attempt to effect transactions of securities, or the rendering of personalized investment advice for compensation over the Internet.