Please note that any information or material sent to Generational Group will be deemed NOT to be confidential. Generational Group does not want to receive confidential or proprietary information from you through our web site. Generational Group may also make improvements and/or changes in the products and/or the programs described in this information at any time without notice. Information may be changed or updated without notice. Information on this web site may contain technical inaccuracies or typographical errors. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU. INFORMATION ON THIS WEB SITE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. This page may contain other proprietary notices and copyright information, the terms of which must be observed and followed. For more information about a particular office, please contact Generational Group at its office in Dallas, Texas. Affiliated offices may be independently owned and operated. Such affiliated offices may not be owned, controlled, managed, supervised or staffed by employees, officers, or agents of Generational Group. Generational Group may license the use of its intellectual property including but not limited to its name, likeness, and logo for the use of affiliated offices. Information from Other Sourcesįor reasons such as improving personalization of our service, we might receive information about you from other sources and add it to our account information. All of our affiliates follow similar privacy policies. Generational Wealth Advisors is permitted by law to share information with its affiliates. The sharing of your information among affiliates enables Generational Wealth Advisors to serve you more efficiently and makes it more convenient for you to do business with Generational Group. Generational Wealth Advisors’ affiliates are all part of one corporate family, they work with one another and may work together to provide services to you. We DO NOT use third parties to provide customer service, to serve site content, to serve the advertisements you see on our site, to conduct surveys, to help administer promotional emails, or to administer drawings or contests, but reserve the right to do so in the future without advance notice. We use the information we collect only for the purposes sending promotional information, enhancing the operation of our site, serving advertisements, for statistical purposes and to administer our systems. We do not sell or rent your personal information to others without your consent. We receive and store any information you enter on our Web site or give us in any other way. Here are the types of information we gather. The information we learn from customers helps us personalize and continually improve your experience. Terms & Conditions Generational Wealth Advisors Privacy Policy Because MGP does these projections in real time, we can see how small changes in your plan affect your likelihood of success. It then gives us the likelihood of meeting your goals as a percentage. The Monte Carlo process runs projections 10,000+ times, each with a different mix of variables values. In financial planning, we input hundreds of variables, each of which has its own statistical variances or standard deviation. MGP utilizes a Monte Carlo statistical analysis process. You can then use an MGP portal to change different aspects of your plan and view the results. We can also connect your accounts to MGP via data feeds, so that your information is always up-to-date. MGP allows us to enter your data in a very detailed manner, such as the individual assets held in a portfolio. It has been ranked the #1 financial planning software by the Journal of Financial Planning each year since 2008. MGP is highly respected and is the most widely utilized software among financial planners. Our primary tool is called Money Guide Pro (MGP). We utilize several tools to assist in creating your financial plan.
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