WELCOME
Want to know if meeting with a wealth planner is right for you?
Answer a few short questions and you'll come away with a new perspective and perhaps some new opportunities.
Answer a few short questions and you'll come away with a new perspective and perhaps some new opportunities.
Your personal information is not stored or used unless you choose to be contacted.
Are you retired?
Do you feel confident spending your money on what matters to you in retirement?
How comfortable are you talking about money with your spouse or family?
Do you manage your own investments?
Have you saved more than $250,000 toward retirement and your financial goals (excluding your home)?
Do you know how your invested assets are allocated and positioned?
Do you already own or are you frequently being offered commission-based products?
Some commission-based products can include variable annuities, fixed-index annuities, retail mutual funds or cash value life insurance.
Which of the following strategies have you tried to minimize your current or future tax burden?
Select all that apply:
If something were to happen to you, what plans do you have in place to provide for your family, minor children and beneficiaries?
Select all that apply:
Wonderful
Glad you’re enjoying retirement.
The transition from saver to spender can be difficult for some people.
The right financial plan can help you continue to feel confident throughout your retirement.
You're Not Alone
Many retirees feel uncomfortable spending after saving for so long.
People with $500K or more in savings at retirement spend down less than 12% of their assets over the next 20 years.*
The right financial planner can help give you the confidence to trust that your money won’t run out and encourage you to live the retirement you envisioned for yourself.
* Banerjee, S. (2018, April 3). Asset Decumulation or Asset Preservation? What Guides Retirement Spending?. EBRI. EBRI.org/ebri-issue-brief.
That's Great
Open conversations about money can help make relationships stronger.
More than 80% of respondents indicated that talking about finances with their family improved their relationship.*
* Edelman Financial Engines. (2022). Everyday Wealth in America. Edelman Financial Engines. efe.com/everyday-wealth-in-america.
You're Not Alone
Talking about finances with the ones you love can be difficult, but a financial planner can help.
7 in 10 of those surveyed said it was easier to address emotional financial discussions.*
They believe just working with a financial professional helps them and their families address the difficult and emotional topics related to finances.
* Edelman Financial Engines. (2022). Everyday Wealth in America. Edelman Financial Engines. efe.com/everyday-wealth-in-america.
Fantastic
Knowing what’s in your portfolio is the first step in seeing if it’s properly diversified.
Keeping your portfolio balanced over time can be time consuming.
Take a closer look
Many of the investments in your portfolio may hold similar positions and asset classes – leaving you much less diversified than you thought.
A financial planner can help make sure your portfolio is properly diversified.
Do you have the right fit?
One of the benefits of our financial planners at Edelman Financial Engines is that they’ll always act in your best interests when choosing the right investments for you.
Our planners don’t receive commissions on the products or investments they recommend.
The right decisions can impact your taxes
Nearly half of all affluent investors surveyed said minimizing taxes is their most overwhelming financial task.*
At Edelman Financial Engines, we look at tax planning as a part of the overall financial planning process.
* Edelman Financial Engines. (2022). Everyday Wealth in America. Edelman Financial Engines. efe.com/everyday-wealth-in-america.
Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.
Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.
Great
Knowing the best time to start receiving your Social Security can help ensure you receive the greatest benefit over time.
Make the most of your benefit
Waiting to receive your Social Security benefits can have a real upside, yet …
Only 10% of Americans put off their benefits until after their full retirement age.*
The best time to take Social Security is dependent on a number of factors, from state laws to previous marriages. A planner can help.
* Caplinger, D. (2018, June 19). What's the most popular age to take Social Security? USA Today. usatoday.com/personalfinancie/retirement.
Make the most of your benefit
Social Security can be an important tool in your retirement plan.
Even after you start receiving it, we can help you make the most of your benefits.
Nice Job
The planning you’ve already done will help make sure your wishes are followed.
Estate plans generally need to be updated every one to five years and after any significant life event.
A financial planner can help keep your estate plan up to date.
That’s a great start
A good estate plan can go a long way toward making sure your wishes are followed.
It can also help reduce the delays, costs and loss of privacy the beneficiaries of your estate could experience.
We can provide guidance on ways to make your estate plan more comprehensive.
Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.
This is very common
Less than half of Americans surveyed have a will.1
Only 37% of parents have a specific plan for passing their assets to their children.2
Without a will or any other estate planning documents, many important decisions about what happens to your wealth and family will be left up to the state.
1 Jones, J. (2021, June 23). How Many Americans Have a Will? Gallup. news.gallup.com
2 Edelman Financial Engines. (2022). Everyday Wealth in America. Edelman Financial Engines. efe.com/everyday-wealth-in-america.
2 Edelman Financial Engines. (2022). Everyday Wealth in America. Edelman Financial Engines. efe.com/everyday-wealth-in-america.
Nice Job
Swipe to see the opportunities we've identified for you.
- Reflect
Look at your current financial plan -- is it giving you the confidence you need to live the retirement you want?
We can help determine if you are allocating your funds in a way that can support the retirement you desire.
We can help determine if you are allocating your funds in a way that can support the retirement you desire.
- Consider
A wealth planner is able to conduct conversations about finances between you and your loved ones.
We can help facilitate discussion on topics that are uncomfortable, but ultimately important.
We can help facilitate discussion on topics that are uncomfortable, but ultimately important.
- Examine
Look into how all of your invested assets are allocated and positioned.
We can help sort through the details of your portfolio, and help identify rebalancing opportunities.
We can help sort through the details of your portfolio, and help identify rebalancing opportunities.
- Review
Look into the fee structure behind any advice or products you’re being offered.
We can help determine if any commission-based products you currently own are right for you.
We can help determine if any commission-based products you currently own are right for you.
- Discuss
A conversation with a planner can help you better understand the tax implications of your investment decisions. The choices you make now can have a significant impact on your annual and future taxes.
We can help sort through the short and long term tax impacts of financial, or life, decisions.
We can help sort through the short and long term tax impacts of financial, or life, decisions.
- Plan
Investigate the best time for you to start receiving Social Security benefits. Determining this will rely on a number of other aspects of your financial plan.
We can help you leverage your Social Security benefits to support your overall financial goals.
We can help you leverage your Social Security benefits to support your overall financial goals.
- Plan
Investigate how to get the most out of your Social Security benefits.
We can help you leverage your Social Security benefits to support your overall financial goals.
We can help you leverage your Social Security benefits to support your overall financial goals.
- Prepare
Make a more robust plan for your estate to help ensure your wishes are followed and your next of kin don’t have to navigate potential delays and fees.
We can help you start the process of connecting with an estate planning professional who can help.
We can help you start the process of connecting with an estate planning professional who can help.
- Prepare
Make a plan for your estate to help ensure your wishes are followed and your next of kin don’t have to navigate potential delays and fees.
We can help you start the process of connecting with an estate planning professional who can help.
We can help you start the process of connecting with an estate planning professional who can help.
- Connect
The best way to get guidance is to meet with a planner and have a thorough discussion.
This tool isn't comprehensive -- there could be other aspects of you finances where our advisors could help. Connect with a planner to continue the conversation.
Nice Job
Swipe to see the opportunities we've identified for you.
- Reflect
Look at your current financial plan -- is it giving you the confidence you need to live the retirement you want?
We can help determine if you are allocating your funds in a way that can support the retirement you desire.
We can help determine if you are allocating your funds in a way that can support the retirement you desire.
- Consider
A wealth planner is able to conduct conversations about finances between you and your loved ones.
We can help facilitate discussion on topics that are uncomfortable, but ultimately important.
We can help facilitate discussion on topics that are uncomfortable, but ultimately important.
- Examine
Look into how all of your invested assets are allocated and positioned.
We can help sort through the details of your portfolio, and help identify rebalancing opportunities.
We can help sort through the details of your portfolio, and help identify rebalancing opportunities.
- Review
Look into the fee structure behind any advice or products you’re being offered.
We can help determine if any commission-based products you currently own are right for you.
We can help determine if any commission-based products you currently own are right for you.
- Discuss
A conversation with a planner can help you better understand the tax implications of your investment decisions. The choices you make now can have a significant impact on your annual and future taxes.
We can help sort through the short and long term tax impacts of financial, or life, decisions.
We can help sort through the short and long term tax impacts of financial, or life, decisions.
- Plan
Investigate the best time for you to start receiving Social Security benefits. Determining this will rely on a number of other aspects of your financial plan.
We can help you leverage your Social Security benefits to support your overall financial goals.
We can help you leverage your Social Security benefits to support your overall financial goals.
- Plan
Investigate how to get the most out of your Social Security benefits.
We can help you leverage your Social Security benefits to support your overall financial goals.
We can help you leverage your Social Security benefits to support your overall financial goals.
- Prepare
Make a more robust plan for your estate to help ensure your wishes are followed and your next of kin don’t have to navigate potential delays and fees.
We can help you start the process of connecting with an estate planning professional who can help.
We can help you start the process of connecting with an estate planning professional who can help.
- Prepare
Make a plan for your estate to help ensure your wishes are followed and your next of kin don’t have to navigate potential delays and fees.
We can help you start the process of connecting with an estate planning professional who can help.
We can help you start the process of connecting with an estate planning professional who can help.
- Connect
The best way to get guidance is to meet with a planner and have a thorough discussion.
This tool isn't comprehensive -- there could be other aspects of you finances where our advisors could help. Connect with a planner to continue the conversation.
Great! Let's get connected.
Provide your contact information below and we'll reach out to set up a conversation with a planner.
By submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition of any purchase. For texts, text STOP to cancel, HELP for help. Message and data rates may apply. Message frequency may vary. You are also agreeing to our Terms of Use and Privacy Policy.
Great! Let's schedule your appointment.
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By submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition of any purchase. For texts, text STOP to cancel, HELP for help. Message and data rates may apply. Message frequency may vary. You are also agreeing to our Terms of Use and Privacy Policy.