"I'm an 18 year veteran as a Financial Advisor and have loved using the Morningstar Andex chart for the past decade to educate clients. I purchased two of them because my daughter is a new financial advisor and I want her and her clients to benefit from this chart as well."

Brad Shipe
Financial Advisor, Edward Jones

“Rolling out the program was very simple. It went off without a hitch and was easier than I thought it would be. There was a lot of positive feedback about the Financial Fitness Platform and Financial Fitness SCORE™ itself. Over 90% of the participants said they’d repeat the program and recommend it to others, so I’d say it was very well received.”

Rich Hunt
Director of Retirement Services, Major League Baseball (MLB)

"I’ve been using the Morningstar Andex chart for over a decade. It’s the most thorough and comprehensive piece of financial information I’ve found and allows me to help clients quickly see the context and subsequent history of various historic and financial events, which I believe ultimately has helped them make much more healthy and informed financial decisions. I’m very grateful that it’s gone digital as well."

Ben Joyce, CFP®, CIMA®
Vice President – Investment Officer Fundamental Choice Portfolio Manager, Wells Fargo Advisors

"As a bank, we’re always trying to find ways to convey the complexities of investments to our customers, and Precision Information [Financial Fitness Group] gives us tools to help us simplify that process."

Christopher Boyce
VP of Product Development, Retail Division for AnchorBank

"My Financial Advisors use the Morningstar Andex chart as a reference tool in client and prospect reviews/meetings. It tells a holistic story of the stock market and economy that no other tool can really share. The wall chart is hung in our Advisor's offices to sharing in-person meetings."

Lori A. Douglas
Client Service Associate, The Epley-Wolbeck Group, Morgan Stanley Wealth Management, LLC.

"Using the Financial Fitness Platform and Financial Fitness SCORE™ allowed us to take a more holistic approach toward employee wellness. I believe the perception of benefits has shifted from just health programs to focus on helping our employees manage all aspects of their lives: physical, mental, and financial. And, I’m proud to be part of helping people get to a better place in life."

Evan Thoman
Health and Wellness Coordinator, Charleston Area Medical Center

"I have given these charts for years to a corporate client. I framed the original charts and had a nameplate imprinted on each frame in the middle with the words “Growing Core Values”. The name of one of their companies is “Core Management Services”. They loved the framed chart with their company name now on the nameplate."

Frank W. Hamill
Investment Advisor Representative, Equity Services, Inc., Securities & Investment Advisory Services

“We were looking for a product premium that would enhance our direct marketing efforts and provide some educational value on the ‘hot topics’ of interest to our customers, and the Financial Fitness Group helped us with this effort. We liked how their financial fitness content presented concepts in short, easy-to-understand lessons with quizzes at the end so investors could go at their own pace to find the information they need.”

Denise LaBuda
Group Product Manager
Intuit