MoneyTRAX Objective Financial Counseling

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Have you ever had a question about insurance needs and risk management, college funding, retirement planning, tax planning, eldercare needs analysis or estate planning?

Do you know there are different kinds of life insurance? Do you know how you will pay your bills when you can no longer care for yourself?

Do you need help with a budget? Receive personalized advice from our financial counselors on these and other financial matters.

MoneyTRAX is committed to providing close, personal attention to our members. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education is indicative of our commitment to excellence.

Our specialty is serving the financial needs of individuals. At MoneyTRAX we can help you with proven strategies to SAVE MONEY, MAKE MONEY and CREATE WEALTH!

 

MoneyTRAX Services Available to all FDI Members

UNLIMITED OBJECTIVE CONSULTATIONS – Need to ask a question about a personal financial matter?  Schedule a personal financial consultation at no charge to you.

AUTOMATED RECORDKEEPING – Track your business income and expenses online to simplify your bookkeeping for your business. Click here to try it!

MONEYTRAX FINANCIAL LIBRARY – Access to MoneyTRAX Financial Library with educational financial information and numerous financial calculators.

 

 

MoneyTRAX does not offer investment or legal advice.