Fewer than one in three Americans (30%) have a long-term financial plan
that includes savings and investment goals.*

*Forbes, Challenging The Myths About Financial Wellness, June 2018

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 one with solutions designed to help you achieve them.

Your Janney Financial Advisor will work with you to build a plan that fits your life 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 specifc 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 Fianncial Advisor to bring deep expertise to the most complex needs.

Talk with a Janney Financial Advisor

You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.

Find a Financial Advisor 

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/