Choose the Option That's Best for You

Option 1: Online

Complete your Client Profile online. It's the fastest route to your personalized plan.

Note: If you are an Advisory Planning Services Client, we already have your Client Profile on record so you can skip this step. To access/review your Online Checkup, we encourage you to go here.

Option 2: Download and Print

Download and print a Client Profile. Prefer a hard copy? Choose this option, then mail your profile to us.

But first, review our Service Agreement and Disclosure Statement, which includes important information about our Advisory Planning Services.

Additionally, this Fiduciary Adviser Disclosure is provided for ERISA clients, including IRA account holders.

Option 3: Kit Request

Request a kit. Get our informative guide and printed Client Profile. (Of course, you may still choose to do your profile online after receiving the kit.)

Option 4: Investor Centers

Visit one of our Investor Centers.

Not quite ready to get started?

Learn about the benefits of Advisory Planning Services, examine the frequently asked questions, or explore our goal based solutions.