Advisory Planning Services

 

You're more than five years from retirement: How much income will you need? How much should you be saving now?
                      

You're preparing for retirement: Will your assets provide the income you need? What's the impact of delaying retirement?

You're drawing income from your assets: How long will they last? Should you adjust your portfolio to earn greater returns?

You simply want us to review your investments: Do they reflect your goals and your tolerance for risk?
 
 

Get the personalized advice and reassurance from financial planning experts you can trust.

T. Rowe Price Advisory Planning Services' four-step process is designed to include:

  • One-on-one discussions with an Advisory Counselor to review your financial situation and identify your investment and retirement goals.

  • Sophisticated analysis that tests your strategy through many market scenarios.

  • Specific advice to help you meet your retirement goals by providing a recommended savings rate, portfolio allocation, and retirement income strategy.

  • Ongoing annual Checkups to ensure your strategy stays on track to reach your goals.

Our Advisory Planning Services are available to investors with at least $100,000 in investable assets.