STEP 3 - Finding the Right Advisor Match For You

That's the purpose of this service. Using a sophisticated profiling system to match your personal needs with pre-screened professionals. These professionals have been licensed to use the MoneymaxÆ Profile, the program developed by Dr. Kathleen Gurney that will help you make better use of your money and greater satisfaction in the money management process. Click here to learn more about Moneymax. We will refer you to an advisor who uses the Moneymax Profile and has been trained and guided to understand the importance of truly customizing the advisor process.

You'll immediately recognize the names of some of the firms that employ these financial professionals -- they are among the nation's best known. Others are independent professionals who specialize in personal finance. But whether they are with a large, well recognized firm, or are independent, they all have one thing in common - they are among a select group of professionals licensed to use the Moneymax Profile with their clients. They believe in really knowing their clients and putting their needs first. Moneymax is a key in this process.

It will take you only a few minutes to tell us about your needs, and for us to help you contact a professional. If you would like to continue, click on the "Next" button to start. All personal information entered on this site is kept strictly confidential and is not sold or shared with any outside parties. Click here to view the complete confidentiality statement.