Asset Allocator
Whether you're saving for a new house, your child's education or your own retirement, it's important to get your asset mix right. Our Asset Allocator is a convenient tool that will help you determine an asset allocation mix to meet your financial goals – whatever they may be.
You'll be able to look at your plan at any time once you sign into your account, and you can also download a pdf and print it when you're done.
You can transfer the same information in this plan to the Retirement Planner and create a comprehensive, actionable, retirement plan that can be saved and updated when you access your account.
