Individuals & Families

Financial Planning & Asset Management

Our Planning Process

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Janney’s Wealth Planning Department can help you analyze your current financial situation and provide a personalized plan designed to help you meet your short- and long-term goals.

Janney's Approach to Planning

 

 

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Engage

 

Our CFP professionals partner with you and your Janney Financial Advisor to fully understand your needs and goals. We take the time to get to know you so we can develop a plan that will help you achieve your goals and mitigate the risks in your plan. Our personal approach to planning comes from the interaction you will have with an experienced CFP professional. Your personal, lasting relationship with your Financial Advisor will also be instrumental in helping you understand your plan. The planning team can also meet with your other trusted experts, such as your attorney and your tax and trust advisors.

 

Collect

 

Our process helps you gather relevant information about your assets, liabilities, wills, trusts, insurance policies, and other pertinent information. We then provide meaningful organization to your personal financial data. Gathering the right information is an important step toward obtaining answers that will work and establishing measurable goals.

 

Analyze

 

Our planning team can help you analyze even the most complex situations and provide meaningful, easy-to-understand insight into your total financial picture. The most common financial goals and needs addressed by Janney’s Financial Planning team include the following:

 

  • Retirement Savings Planning
  • Retirement Income Planning
  • Education
  • Risk Management
  • Business Succession
  • Estate Planning and Trust Services
  • Social Security Strategies
  • Executive Compensation


Design

 

Our CFP professionals will apply their substantial knowledge gained from years of practical planning experience to your unique financial situation. The resulting plan and practical solutions will be tailored to you and your family.

 

Implement

 

Your Janney Financial Advisor plays a critical role in choosing the appropriate product solutions to implement your financial plan. He or she has access to a wide universe of investment and insurance products to match your goals and needs. Your advisor can customize the implementation of your plan to be sensitive to your current and future tax burden.

 

Monitor

 

This plan will be modified over time to stay relevant to your situation—whatever changes may come. Your advisor will continue to consult with our planners on the implementation and maintenance of your plan, now and in the future.