Our Money Trak Program

 

Our Money Trak Financial Tool

This a financial planning tool. Without a plan, how will you know if you are on track for your financial future. This is a free service to every client of the Bellflower Financial Group. Once this program is completed, you can have 24/7 access to update your program.

Click HERE to view an information folder.

Click HERE to view and print the data input form.

Note: Both forms are in Microsoft word format.

The following disclosures are applicable for the reports generated by the Money Trak:
 
  • The reports enclosed within this presentation are from information you provided to your Financial Professional or what you inputted into the system.
  • The Illustrations contained in this presentation only illustrate mathematical principals and are not intended to portray investment performance of any particular product or strategy.
  • The results contained within may vary with each use and over time.
  • The reports generated do not suggest, determine, select, or contain any specific investment recommendations other than what your financial professional may recommend. Any recommendation naming a specific investment must be preceded or accompanied by a current prospectus or other similar offering materials. The prospectus/offering materials contain(s) detailed information about the investments, including charges, expenses, investment objectives and operating policies, so please read it carefully before you invest any money.