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To help you refine your retirement goals, your Investment Advisor has access to two levels of financial plans: Horizons™ and Compass™. These financial plans allow you and your Investment Advisor to project the resources you will need to meet your goals, including your desired retirement lifestyle.

Compass

Your Compass financial plan is created specifically for you. Prepared by our experts to address your core financial planning needs, your Compass plan will encompass questions such as:

  • whether or not you can retire when you want based on the assets you have
  • what resources you will need to maintain your desired retirement lifestyle
  • how you can ensure that you don't outlive your money
To help answer these questions, Compass evaluates your current financial situation, then maps out a financial strategy to help keep you on track to achieving your retirement goals.

Horizons

Horizons is a suite of financial planning tools designed for Investment Advisors. This goals-based software will help you and your Investment Advisor establish and plan for your retirement, children's education and other major life goals.


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