Individuals & Families

Financial Planning & Asset Management

Advice for Specific Goals

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Janney’s Financial Advisors can provide you with access to highly-qualified specialists to focus on the specific area of advice you need.

We make it easy for you to get the advice you need for the specific phase of life that you are in. Whether you have questions on educational expenses, when you should retire or how much retirement income you will need to support the lifestyle you want, a Janney Financial Advisor can help to provide answers as you progress through life's journey.  

Some frequently requested planning topics include: 

Education Planning helps you to quantify and examine educational costs and current education savings vehicles, and offers savings strategies so you can efficiently fund these future expenses.

Retirement Savings Planning helps you to define and examine your retirement goals based on current and expected resources and offers retirement savings strategies so you can plan for a comfortable retirement.

Retirement Income & Cash Flow Planning helps you to determine the amount of money you will need to afford the retirement that you envision for yourself in the future and provides income strategies and solutions to help ensure that your income stream will last.

Estate Planning helps you develop a plan so you can efficiently transfer your wealth, according to your wishes, with minimal tax implications to your heirs.

Access to Experienced Specialists
Janney’s Financial Planning team consists of highly-qualified attorneys, Certified Financial Planners and specialists who are committed to helping you achieve your long-term goals. Your Financial Advisor will work closely with the Janney Financial Planning team to create a strategic road map that can help move you toward your goals and ensure seamless integration with your investments. 

Contact your Janney Financial Advisor to get started.

For clients with more complex financial planning, business planning and tax planning needs, Janney offers Comprehensive Advice & Asset Management.