Use WealthStep’s proven Aim>Save>Invest>Spend process to accomplish your goals
An automated planning investment advice service focused on goals, action and patience.
Clear advice, action reminders, learning videos & reports. Basic version is free!
Know how much to save
Make smart prioritized decisions
Diversified & tax-efficient investing
Free or low-cost, no hidden fees
More relaxed with goals on track
A double-bottom-line service for companies that care. WealthStep isn’t just for individuals. Companies that provide WealthStep as a benefit improve morale, productivity, loyalty, retention, savings rates and retirement readiness. Improve your people’s numbers, and watch company numbers improve too.
Get a rough estimate of how much you need for financial freedom.
See WealthStep’s Planning/Saving Advice for more refined calculations. Learn about the “4% rule” estimation used above, which is also before taxes and excludes any Social Security.