RESOURCES FOR YOUR ROLE

Create comprehensive financial plans

Add value throughout each client's wealth journey by helping them create an achievable financial plan. Explore our tools and resources.
Thumbnail for Safeguard your financial plans document

Create a holistic retirement plan

Help your clients curate fulfilling retirements while addressing challenges like medical decisions and health care costs.
Explore retirement planning resources Explore retirement planning resources
Thumbnal for Social Security retirmeent benefits document

Discuss Social Security

Learn the collection strategies that will position your client best for retirement.
Explore Social Security resources Explore Social Security resources

Invest for education

Maximize education funds with 529 savings plans

Compare the benefits of different 529 plans to find the best fit for your client.
Learn more about 529 savings plans Learn more about 529 savings plans

Plan ahead for college expenses

Calculate how much your client needs to save for college.
Plan ahead for college expenses Plan ahead for college expenses

Set financial goals

Client experience checklist

Prioritize with clients the resources that are most important to them. From wealth planning, to tax and estate guidance, align your services with their goals.
View the Client experience checklist View the Client experience checklist
Client Experience Checklist thumbnail

Investing 101 for your clients

Financial jargon is often the biggest hurdle to getting individuals comfortable with investing. Use our resources to educate and empower your clients.
Explore Investing Basics resources Explore Investing Basics resources

Client worksheets

Set goals. Create wealth. Set goals. Create wealth.
Assess your cash flow Assess your cash flow
Calculate your net worth Calculate your net worth