Advisory Planning Service - T. Rowe Price

Advisory Planning Service


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's asset allocation?

You simply want us to review the asset allocation of your portfolio: Does it reflect your goals and your tolerance for risk?

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

The T. Rowe Price Advisory Planning Service 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 portfolio advice to help you meet your retirement goals as well as a retirement savings rate, and retirement income strategy.

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

Our Advisory Planning Service is available to investors with at least $250,000 in investable assets at T. Rowe Price.


All investments involve risk, including possible loss of principal.
Advisory Planning Service is offered by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940.