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Goal Planning

Plan for tomorrow by setting financial goals today

Life's complex. Setting your financial goals doesn't have to be. That's why we offer a complimentary goal planning session with one of our Financial Consultants to help get you started with setting up an actionable plan for your future.

Call us at 800-870-9668 to start setting your financial goals.

The four easy steps to goal planning

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.

Making the call

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.

Setting your goals

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.

Planning together

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.

Leaving with a plan

End the session with an actionable plan in hand, and the confidence you need to know you’re on the right track.

IMPORTANT: The projections or other information generated by the TD Ameritrade Goal Planning tool (“Goal Planning”) regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Goal Planning results may vary with each use and over time.

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.

Schedule your goal planning session today by calling 800-870-9668.

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All investing involves risk, including loss of principal. 

*Offer valid for one new Individual, Joint or IRA TD Ameritrade account opened by 6/30/2019 and funded within 60 calendar days of account opening with $3,000 or more. To receive $100 bonus, account must be funded with $25,000-$99,999. To receive $300 bonus, account must be funded with $100,000-$249,999. To receive $600 bonus, account must be funded with $250,000 or more. Offer is not valid on tax-exempt trusts, 401k accounts, Keogh plans, profit sharing plan, or money purchase plan. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, accounts managed by TD Ameritrade Investment Management, LLC, current TD Ameritrade accounts or with other offers. Accounts funded with $3,000 or more are eligible for up to 500 commission-free trade internet equity, ETF, or option trades executed within 60 calendar days of account funding. All other trade types are excluded from this offer. Contract, exercise, and assignment fees still apply. No credit will be given for unexecuted trades. Limit one offer per client. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion. TD Ameritrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Please allow 3-5 business days for any cash deposits to post to account. Taxes related to TD Ameritrade offers are your responsibility. All promotional items and cash received during the calendar year will be included on your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. (Offer Code: 220)

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

Brokerage services provided by TD Ameritrade, Inc., member FINRA/ SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2019 TD Ameritrade.