A quarter of American taxpayers do not have a financial plan.*

*AICPA, A Quarter of American Taxpayers Don't Have a Financial Plan: AICPA Survey, May 4, 2021

How can a financial plan help?

Creating a financial plan doesn’t need to be a complex ordeal. It can actually be a very simple process—one that helps you identify your important goals, translate them into a financial plan, and then aligns each goal with solutions designed to help you achieve them.

Your Janney Financial Advisor can work with you to build a plan that aligns your best interest and helps you answer these and other pressing questions:

  • How much will I need to fund my retirement lifestyle?
  • Will my family be protected if something happens to me?
  • Am I taking on too little, too much, or the right amount of investment risk given my goals?
  • Will I be able to fund my children’s educations?
  • How can I most efficiently generate retirement income from my investments?
  • What legacy will I be able to leave my heirs, and what’s the best way to transfer assets?
  • Can I protect my assets from being drained by long-term care costs?

Keep in mind that your financial plan will need to change and evolve as your life, wealth, and goals evolve.

Whether you need a comprehensive financial plan or one that focuses on a specific goal such as retirement, education, or estate planning, we have a plan to help you along life’s journey. 

Our Janney Financial Planning team may work closely with your Janney Financial Advisor to bring deep knowledge and experience to the most complex needs.





Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

Find a Financial Advisor 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/