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E-Money Login

E-Money is a financial planning software program that allows us, and you, to view your entire financial picture in a single location. Our aggregation software will provide an updated balance sheet each and every day that includes your 401k balances, bank accounts, retirement plans, mortgage balances, and even frequent flyer and rewards programs. The software also helps us in the design and analysis of your estate plan. It is an invaluable tool in the Proactive Wealth Management process.

PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.