Advisory Planning Services - T. Rowe Price

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's asset allocation?

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 $250,000 in investable assets.

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