Financial Planning Resources

Whatever you hope to achieve financially, you need to have a clear destination and a road map for getting there. That’s the essence of our goals-based approach to financial planning.



No matter what type of goals you have, you can get started by reviewing Janney’s financial planning process in the Financial Planning tab of Online Access.

Do you want to learn more about a particular financial planning topic?


Our Financial Wellness tools, available from the landing page of Online Access, allow you to begin exploring financial planning topics, including education savings, retirement savings, estate planning or budgeting. You can easily share this information with your Janney Financial Advisor simply by clicking Send to my Financial Advisor.

Our Estate Organizer allows you to easily upload all your important estate planning documents, such as your Will, Revocable Living Trust, Advanced Health Care Directive, Financial Power of Attorney, and more. You’ll have one central location to store your documents and share contact information for your most important relationships. Take the tour below.

Online Access Estate Organizer


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, philanthropic 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 landing page, under Important Documents, or by navigating to the Financial Planning tab.

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.

 

 

 

 

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/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC