Located on the landing page of Janney’s Online Access desktop, the Financial Planning Resource Center is the information hub for Janney’s financial planning capabilities.
No matter what type of goals you have, you can get started by reviewing Janney’s financial planning process in the Financial Planning Resource Center.
Do you want to learn more about a particular financial planning topic? Our Life Planning Resources are available to provide insights on various life planning goals such as retirement planning, estate planning, protecting your assets through annuities and insurance, education funding, charitable giving, and more.
Once you and your Financial Advisor have completed your financial plan, you can review and download it at your convenience from the Financial Planning Resource Center, simply by clicking on View Your Plan(s).
Your life changes over time—you may have entirely new goals in the future. You can explore how certain changes might affect your plan using our Tools & Calculators engine. You’ll be able to review and explore what your financial plan would look like when you change variables in your plan, such as your savings rate or time horizon, to see how your likelihood of success could be impacted.