Know where you stand
Whether you're preparing for retirement or in retirement, our Planning and Guidance Center tool analyzes your situation and identifies what steps you may need to work on.
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Analysis to help you make informed decisions
Retirement planning
Find out how prepared you are for retirement, how much retirement income you may have, and how long your money may last.
Investment strategy
Get an in-depth analysis of your portfolio and explore different approaches to help align with your goals.
A clear plan of action
We'll provide a summary of changes you explored during your session and a printable report with next steps for you to consider.
It just takes a few simple steps
1. Answer a few quick questions
Just log in and get started. As a customer, we'll include your account information.
2. Modify for different outcomes
Find out where you're at, and what you may need to work on.
3. Take action on your plan
Consider implementing changes that may help improve your outlook.
