Connect with a financial advisor: 833-346-5433

Plan in a Dynamic Way

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Building a dynamic plan can help you stay confident and adapt as your goals and resources change.

Know where you stand.

Our Financial Control Scorecard® answers the question "Where do I stand financially today?" This provides valuable insight about whether your current savings and investments align with your spending and goals. That way, your advisor can determine if a course correction is necessary.

  • See if you are on track to meeting your financial goals.
  • View your funding score, so you know where you stand at all times.

Prioritize your objectives.

Our financial planning software helps you establish and prioritize your financial objectives with the trade-offs you need to make along the way.

  • Identify and prioritize your investment goals.
  • Track your net worth in one easy screen.
  • View and manage your outside accounts.
Financial Planning Tools & Resources

Wealth management & preservation.

Through our personal, engaging process, we’ll help you identify your personal values and objectives that affect planning for children, aging parents and other areas of long-term family management. By starting with complete information, honest analysis and deliberate action, we’ll guide you with the tools and advice you need to reach your family's financial goals:

  • Estate, Education, Philanthropic and Legacy Planning
  • Income and Estate Tax Planning
  • Succession Planning
Wealth Management & Preservation

Retirement planning.

We tailor retirement planning services for individuals, including corporate employees, who would like to gain clarity about retirement. Our program is a specially tailored service to create personalized financial plans and strategies, so you may live the retirement you want.

  • 401(k) savings guidance
  • Pension planning
  • Retirement income strategies
Explore Our Retirement Services

Specialized financial services.

You need more than an advisor who focuses solely on investment performance. You need an advisor who can help you make the right choices about your financial life. Our specialized financial services give you and your advisor access to a range of options for every aspect of your financial life.

Specialized Financial Services

Learn more about the personalized implementation of your plan.

Explore Step 3

More than 240 financial advisors in 70+ offices to serve you.

Find a personal financial advisor near you, and start living the life you want. With over 240 advisors in 70+ offices across 30 states, you can find an advisor near you to create a financial plan tailored to your personal goals.

See All Financial Advisory Locations

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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