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?

Managing Income in Retirement

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

Portfolio Evaluation

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

Are These Services Right for Me?

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 insure your strategy stays on track

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

Tools & Resources

877-301-9767

Call an Advisory Specialist

Complete Your Advisory Client Profile

Download or Request Forms and Literature

Download a Prospectus

Visit an Investor Center

Are You Still On Track?

If you are already
an Advisory Planning
Services Client, you can access your Advisory Checkup and update your information online to see if your strategy is on track to meet your goals.