In our continuous goal to provide the best resources available to our clients, CRG has upgraded its financial planning software. With this new software, you will have access to your own personal financial website, allowing you to aggregate all of your accounts, assets and liabilities in one place - and see your net worth updated on a daily basis. By connecting all of your accounts in one place we will be able to provide even better advice and guidance and ensure that your overall allocation meets your personal risk profile. In addition, our new software allows us to better collaborate with you and more accurately plan your future by showing the long term effect of taxes, social security, and investment returns.
Please watch the video below to see more, or click here to access your personal website.