Client Login | Rexroad Retirement & Wealth Management

While it is important to understand each basic part of your Retirement Plan, it is equally important to understand and have access to the detailed information along the way. Reviewing your Customized Financial Plan and Customized Retirement Portfolio can provide the confidence to know you are headed in the right direction. Please feel free to contact us with any questions.

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Your Customized Financial Plan is the foundation of your Retirement Planning journey. It contains all your retirement goals, the assets you designate to fund those goals, and the financial strategies you are deploying to reach your goals.

To manage your plan, we use an advanced yet intuitive system called MoneyGuidePro, which you have access to at any time. To review your plan, click the button below to be transferred to the MoneyGuidePro login page.

 

​Login to Your Plan​ 

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Your Customized Retirement Portfolio is created as part of your Retirement Plan and contains the financial assets that support your retirement strategy. Your portfolio may contain assets such as pensions, social security, and IRAs.

To monitor your portfolio, we use the cutting-edge and usable software Investor360˚, which you have access to at any time. To review your portfolio, click the button below to be transferred to the Investor360˚ login page.

 

​Login to Your Portfolio​