Financial consultation
Your next best investment?
A second opinion.
Review your portfolio with a T. Rowe Price Financial Consultant, at no cost to you.
The benefits of a financial consultation
A second set of eyes can help reinforce your approach—or refine it—giving you greater confidence in your path forward.
Portfolio review
Are you positioned for success? We’ll review your asset allocation with you to determine if it still aligns with your risk tolerance and goals.
Retirement planning
Are you on track? We’ll provide guidance to help you create a plan you can feel confident about—in all types of markets.
Guidance and support
Need a gut check? We’ll share valuable information to empower your decisions and build your confidence.
When it comes to investing, a second opinion can make a real difference.
Making the most of your conversation
Taking these three steps can help your Financial Consultant provide more personalized education and guidance.
Think about your financial goals
Where do you want to be in the near and long term? How far off is your retirement, and what does that look like for you?
Gather information from other accounts
Consider assets and accounts you have at other firms, this can help create a more holistic view of your portfolio.
Invite a loved one
Including a partner, family member, or loved one can bring helpful information and added clarity to your consultation.
Not sure about your next step? We can help.
Get a second opinion on your portfolio
Schedule a complimentary review of your portfolio with a Financial Consultant.
Questions?
Call us for general investment guidance and educational resources.
Monday–Friday, 8 a.m.–8 p.m. ET.
Monday–Friday, 8 a.m.–8 p.m. ET.
Let’s plan together
We offer different levels of advice that can help you achieve your goals and build a secure financial future.
202604-5375719