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FutureMoney
for Advisors

Offer what other advisors don’t.
Add the Junior Roth IRA™ to your clients’ robust financial plans. Our online, fully-digital application is impressively easy and takes only minutes to complete.
Get in touch

How
it
works

1
Sign up via email to get your referral link and onboarding info
2
Send your clients the email template we provide
3
Maintain visibility of accounts through monthly account statements and/or API integration

Our
differentiator?

When you meet with clients who care deeply about their kids’ future, you can add even more value by highlighting the Junior Roth IRA’s tax advantages and flexibility. They never pay more in taxes than is necessary, even if their kids don’t go to college or if they get a full scholarship.

Help
clients
to
care
for
their
family

Your clients can put their kids on track for financial success. Small deposits today can lead to meaningful amounts later in life. That’s the power of compounding investment returns over time.

Easy
for
you
and
for
them

As your clients reach key financial milestones, like a child being born, they may be seeking advice about how to best plan for their newest addition. Advisors may not have up-to-date and state-specific knowledge of the various types of investing accounts available to parents. FutureMoney can take this burden off the advisors shoulders.

The result? Potential for considerable time savings and greater client satisfaction.

See how the Junior Roth IRA can save clients on taxes through the 529-to-Roth rollover.

Make
the
next
generation
part
of
the
financial
planning
process

Sign up and we’ll send you all the info you need to include the Junior Roth IRA through FutureMoney as part of your advisory services. You’ll be up and running in minutes.
Get in touch