Inspiration Comes From Your Vision For The Future
Defining your objectives is the key to fine-tuning your investment priorities. Whether you want to travel, spend more time with family, or pursue a lifelong passion, we’ll help you hash out and solidify a vision for retirement.
Plan Yourself Free
A confident financial future gives you a sense of freedom to live life on your own terms.
Your Ambitions Drive Ours
Put Compounding To Work
Even if you can only afford a small amount now, start saving and investing early. Thanks to the benefits of compounding, your contributions will add up over time.
01 - Prepare for Retirement
Your J.P. Morgan Private Client Advisor will work with you to help you achieve the retirement you’ve imagined and earned. We’ll walk you through the variables that affect retirement planning, and guide you through which aspects you can control and which ones you can only prepare for.
Did You Know?
529 College Savings Plans offer tax-deferred growth and tax-free withdrawals, plus many plans offer additional state tax benefits.
02 - Plan for Education
Sending a child to college is exhilarating. From 529plans to student loans, your J.P. Morgan Private Client Advisor will help you understand the benefits and variables of different education funding options.
Build Up A Down Payment
Evaluate your recurring monthly expenses to determine what you can do without. Aim to turn 30% of what you’re spending into savings you can put toward a down payment.
03 - Buy a Home
Turn your American dream into reality. We’ll put you in touch with a dedicated Home Lending Advisor who can give you access to “available mortgage discounts”, waived fees and premium product.
To learn more about the home lending benefits you’ll gain as a Chase Private Client, visit Credit Cards & Lending.
Practice Hitting Your Goals
Set a budget for everything – lunch, groceries, weekend fun – and acknowledge when you beat each budget goal. These small victories will give you confidence when it’s time to set bigger budget goals – like that European vacation.
04 - See The World
There’s a lot of art, culture and enjoyment in the world. We’ll help you make plans to experience more of it and take advantage of travel perks that come with being a Chase Private Client.
We’ll also help you get more out of your own corner of the world. Ask a Private Client Banker about our Arts & Culture program that provides special access to cultural institutions in select U.S. cities.
05 - Explore Even More
From goals you've always dreamed about to things that pop up last minute, we’ll help you prepare for a better future. Talk to us about:
- Balancing immediate financial needs
- Growing your family
- Transitioning to a new career
- Preparing for long-term healthcare
- Starting a business
- Paying off debt
"It’s a wonderful feeling when you’re told your dreams are possible."
With Christian’s vision for the future as their starting point, his J.P. Morgan Private Client Advisor, Joannie, and his Private Client Banker, Syed were able to proactively manage his portfolio and find tangible ways to reach his goals.†
Our Thinking Insights for Private Clients
J.P. Morgan insights and thought leadership provide timely market insights, information about retirement, and more.
What does it mean to Plan Yourself Free?
Imagine having not only confidence when it comes to your financial future—but also a sense of freedom to live life on your own terms. That’s what you get when you work hand-in-hand with a J.P. Morgan Private Client Advisor to plan for what’s ahead. Leaving you to focus on the things that really matter to you.