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Plan for tomorrow by setting financial goals today.
You have several places you can invest or store your money and competing priorities on what to save for. When you're faced with day-to-day finances, it can be easy to put your short-term needs ahead of any long-term goals. In fact, more than one-third of all Americans have saved nothing for retirement. According to a 2016 Retirement Confidence Survey conducted by the Employee Benefit Research Institute, 26 percent of Americans say they have less than $1,000 in savings and investments, and just 24 percent of Boomers are confident they'll have enough to last through retirement. That's why it's so important to be specific and clear about your short- and long-term personal and financial goals.
Let us help guide you toward your goals
Our specialists and Financial Consultants are here for you with answers, encouragement, and support.
Stay on target after your goal planning session
Sometimes goals change as life happens. That's why our Financial Consultants are always available after your complimentary goal planning session to help adjust your plan as needed.
Tailor-Made Solutions
We providing you with optimal solutions from Wealth Management and Investment Banking ensure ideas professional research.
The four easy steps to goal planning
Make an appointment to meet with a Financial Consultant either in person, or over the phone. We’ll ask you to gather some relevant information about your investment objectives and strategies so we can start drafting a detailed analysis.
During your goal planning session, we’ll evaluate your goals based on a number of factors, including your desired retirement age, assets, net worth, and how you want to spend your time—and money.
We’ll determine how likely you are to achieve your financial goals based on various factors. We’re also able to see how hypothetical situations could influence your plan.
Having concrete goals gives you confidence as you prepare for your future. Here at TD Ameritrade, we make goal planning easy, and it all starts with a call.