WealthStep = Easy Aim>Save>Invest advice
Built by experts. See how on track you are for financial independence… and what to do next.
Make better retirement planning decisions:
- Aim: How much $ you’ll need to stop working
- Save: How much to save now for that goal
- Invest: How to invest wisely to fit your life stage
- Spend: How to not run out of $ in retirement
Ways to access WealthStep:
Advice level options, plus education videos, articles and other resources.
1. WealthStep 401k/Retirement Plans Access to Basic & Advanced advice. Paid for by your employer, ask your HR team for your password, and click the log-in button above at top.
2. WealthStep Direct Access to Basic & Advanced advice. Digital-only, or with portfolio management for qualified accounts outside of company retirement plans, for a low, transparent fee (see FAQ). Optional financial planning projects with a human advisor are available to WealthStep Direct Plus clients, learn more. First, create a free Basic account and then Get Direct or Plus.
3. WealthStep Basic FREE Basic advice. This is WealthStep’s way of helping helping the global community and economic equality.
About
WealthStep solves a big common problem… most people want to make work optional but don’t know how much to save now or how to invest wisely by life stage. WealthStep’s mission is to improve the world’s financial literacy and fitness and make success simpler.
Create a Basic account free