Sorry, you need to enable JavaScript to visit this website.
Skip to main content

Planning help

Our solutions help with your broader financial needs so you can have better control of your finances today while investing for your future goals.

Father and daughter eating a meal and smiling

Financial Wellness

Addressing your total financial picture is key to helping you live better today while you prepare for the future.

At Personal Asset , financial wellness encompasses your entire financial experience. It is designed to help you reduce financial stress, make informed financial decisions today and feel better prepared about your future.

Successful retirement planning goes beyond your workplace savings plan. Through education and online tools, we provide information and solutions you can apply to your own financial situation.

We explain in simple terms important concepts to help you manage all aspects of your financial picture, including:

Woman crossing arms and smiling

Spending

Management of ongoing income and expenses as well as debt

Saving

Strategies of saving for retirement and other goals

Protecting

Principles around taxes, Social Security, insuring against loss and creating a legacy

Investing

Basic investing concepts that can help you make more informed choices

Financial Tools

Using the Personal Asset Personal Dashboard™ can save you time and help simplify your financial life.

Personalizing your Personal Asset financial dashboard is a good step to achieving the future you imagine. You’ll be able to:

  • Link your accounts to easily monitor your finances and progress toward your goals.
  • Track everything in one place.
  • See real-time progress.
Laptop displaying the Personal Asset Dashboard

Register your account anytime, anywhere from your mobile device.

The Personal Asset mobile app is rated 4.7 stars on the Apple® App Store®, as of October 31, 2022.

4 and 3 quarter stars out of 5

 

Apple app store
Google Play store icon
row of phones showing Personal Asset app

App Store is trademark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.

The screen prints shown are for ILLUSTRATIVE PURPOSES ONLY.

Advisory services are provided for a fee by Personal Asset Advisory Group, LLC (“EAG”). EAG is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and subsidiary of Personal Asset Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not EAG clients.

“EMPOWER” and all associated logos, and product names are trademarks of Personal Asset Annuity Insurance Company of America. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. ©2023 Personal Asset Annuity Insurance Company of America. All rights reserved.