Advisory Planning Service

Get a personalized action plan for achieving your unique financial goals.

Important financial decisions call for a personalized approach. So when planning for retirement or investing for a specific goal, on your own or with a spouse or partner, it helps to have the insights and support of experts you can trust.
Are you still on track?

If you are already an Advisory Planning Service Client, you can access your Advisory Checkup and update your information online to see if your strategy is on track to meet your goals.

Get started now.

Have questions? Call us at 1-877-301-9767

Put your plan into action

Our Advisory Planning Service is available to individuals and households with at least $250,000 in investable assets with T. Rowe Price.

Start by completing your client profile. This helps us get to know you, your current financial situation, and investment and retirement goals.

Get a personalized plan with a portfolio evaluation, asset allocation and investment recommendations, and a retirement income strategy (as applicable).


We can review your plan with you and help with next steps. You remain in full control of all investment decisions.

Benefits to you


One-on-one discussions
with a representative to understand what’s important to you and your family and guide you through the process.


Sophisticated analysis
that tests your retirement savings and spending strategy through many market scenarios.


Portfolio advice
designed to help meet your savings, retirement income, or investing goals.


Annual checkups
offered to help you stay on track and adjust your plan as life changes.

See if you’re on track with your investing

Do you know the big picture across all your accounts? Is your portfolio too aggressive, exposing you to excessive risk, or too conservative? Let us review your current asset allocation to make sure it reflects your goals and risk tolerance.

You’ll receive a report that includes a recommended asset allocation with specific sub-asset classes (large-cap stocks, investment-grade bonds, etc.) as well as a snapshot of your current portfolio versus our recommended portfolio.

Get started now.

Have questions? Call us at 1-877-301-9767

Feel confident about your retirement

No matter where you are on your journey, we can help you make the most of your money. We’ll analyze your current savings or withdrawal strategy and provide retirement income projections so you can move forward with clarity. Your personalized plan includes a snapshot of your current portfolio versus our recommended portfolio.

Saving for retirement

Learn how much you’ll need to save on an annual or monthly basis to retire the way you want.

Preparing for retirement

See how much you may be able to withdraw throughout retirement, and explore the impact that waiting a few years can have on your long-term income.

Living in retirement

Consider how adjusting your withdrawal strategy could impact the likelihood of your assets lasting through retirement. 

Frequently asked questions

Get started now.

Have questions? Call us at 1-877-301-9767

All investments involve risk, including possible loss of principal.

Advisory services are offered by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. T. Rowe Price Advisory Services and T. Rowe Price Investment Services are affiliated companies.