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Welcome! Please use the appropriate form or service below as requested by your MGFS advisor.

Online Account Access

OneView
AssetMark
MGFS eMoney
MoneyGuide Pro
Riskalyze

Tax Documents

Tax Documents produced by
the following companies:

Pershing (Woodbury)
AssetMark
American Funds

Please note that tax documents
are not available in OneView.

Online MGFS Forms

Are You Prepared
Budget Worksheet
(Google Sheets)
Life Transitions
Present Financial Life
Retirement Plan
Readiness Quiz
Retirement Planning Survey
Retirement Vision
WealthBuilder Meeting Prep

MGFS Downloads

Budget Worksheet (Excel)
Client Discovery Questionnaire (PDF)
9-Step Retirement Planning Process (PDF)

Copyright 2021 – MGFS.

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. Office address: 1801 S. Meyers Road, Suite 150, Oakbrook Terrace, IL 60181. Branch phone 630-812-2880.