Creating the future you want

We offer a variety of products and services that can help no matter where you are on your financial journey.

Mother father and child smiling and laughing

Your goals are our goals

We’re here to help you make informed decisions so you can achieve better outcomes. Whatever your financial needs may be, we have the people and resources to help set you up for success. We’ve created an easier, more intuitive personalized retirement planning experience to help you prepare for tomorrow — while still enjoying today.

IRAs

An IRA is a great way to invest for retirement because of its tax advantages. We offer the Personal Asset Premier IRA, which provides straightforward help and advice on your financial goals, and the Personal Asset Brokerage IRA, which lets you select and monitor your own investments. Some of the benefits include:

A range of no- or low-cost investment options.
No fees and low minimums to open an account¹.
Do-it-for-me managed account option.

Personal Asset Investment Accounts

No matter what goal you are investing for, our investment accounts can help you prepare.

We offer the Personal Asset Premier Investment Account, which offers help and guidance on your investments, and the Personal Asset Investment Account, which makes it easy to research and trade investments online. Benefits include:

Low fees and no account minimums.
Do-it-for-me managed account option.
Commission-free trading for first 1,000 trades.²

Personal Asset Private Client Solution³

This exclusive, customized portfolio and dedicated advisor team specializes in what matters most to you. Let us help optimize your portfolio and more:

Exclusive portfolio management
Tax optimization
Access to private equity

Debt and savings

Reduce debt payments through loan consolidation

Find a credit card with the perks and benefits you prefer

Earn a higher rate on your hard-earned savings

Financial security

Discounted credit and identity monitoring

Create trust, will or guardian documents and save 10%

Personal Asset Security Guarantee

Compare offers from multiple life insurance providers

Healthcare and education

Free medicare consultations

Help with paying off student debt

As an Personal Asset client you always have access to:

A personalized financial experience

See a complete picture of your accounts in one place with a single login. Plus access tools designed to help you track, manage and plan your finances.

Guidance just for you

Get personalized guidance, straightforward solutions and actionable information that helps get you closer to your financial goals.

Security Guarantee

We are committed to keeping your information secure and stand behind our online and mobile security with the Personal Asset Security Guarantee.

1 Other fees may apply

2 The first one thousand trades (1,000) placed online each calendar year are $0; thereafter, each online trade will be charged $6.95.

3 Personal Asset refers to the products and services offered by Personal Asset Annuity Insurance Company of America and its subsidiaries, including Personal Asset Retirement, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. Personal Capital is an affiliate of Personal Asset Retirement, LLC. Pursuant to a solicitation agreement, Personal Asset may refer eligible customers to Personal Capital. Personal Asset does not receive compensation from Personal Capital for any referrals

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.