Financial Planning

Tradewinds Capital Management has partnered with MoneyGuidePro for advanced financial planning services. Internally, we utilize the Tradewinds Capital Management – Course Planner & Plotter – Template on the Forms Tab of the Client Center, but when we need to conduct more detailed and complex planning for a client we use the tools developed by MoneyGuidePro. MoneyGuidePro also has a service which allows a client to keep a personal balance sheet updated in real-time. This service involves some additional set up work prior to use. If you are interested in this service talk with your advisor at Tradewinds Capital Management.