- Work with your advisor to build a personalized plan.
- Get answers to your questions, and discuss changes in your situation.
- Your advisor can help you take the emotion out of your decisions.
Our advisors work closely with our team of specialists and are there to assist you with any planning-related needs. If you were to purchase these services a la carte from another provider, it would not be unusual to pay several thousand dollars1 — or more. Even then, we don’t think it’s a true comparison with what we offer. Why? Because of our unique approach, which integrates our technology within the advisory relationship. Our client-only financial planning tools are just one example of how we enhance the financial-planning experience.
Your advisor will also review your Personal Strategy with you and is always available to answer any questions that arise. We believe it is important to give you a transparent, real-time view into how we’re managing your money, which is why we have created the Personal Strategy Dashboard view for our clients. Here you can see all activity specific to your Empower non-plan managed accounts: trades, trade reasons, performance, portfolio income and balance, projections, monthly statements, and more.