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Advisory Planning Services


You're more than five years from retirement. How much income will you need, and how much should you save 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 include:

  • One-on-one discussions with an Investment Counselor to review your financial situation and 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

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

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