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So You Can Enjoy the Retirement You Imagined

Retirement — it's personal. And so much more than a number or a date on the calendar. It's the life you imagined, the one you've earned and the one you're working toward.

A Personalized Approach to Planning Your Retirement

Successful individuals often have complex financial lives with multiple goals, retirement being one of the most important.
And there is no one-size-fits-all approach — it depends on your vision for this stage of your life.

Discover, step by step, how your J.P. Morgan Private Client Advisor draws upon the full resources and expertise of J.P. Morgan, to offer you a customized plan and an array of distinctive solutions that are tailored to your expectations and needs.

Defining Your Future

Defining Your Future

The first step in our disciplined approach helps you solidify your retirement objectives. Your vision might include spending more time with family, travel or the pursuit of any number of life passions.

A conversation with a J.P. Morgan Private Client Advisor can help fine-tune your priorities and goals, backed by some of the most comprehensive, well-researched thinking about retirement today.

Planning with a Holistic View

Our approach to your retirement is based on taking a complete look at your financial life. Not only do we take into account other important financial goals you may have in addition to retirement, such as paying for a child's education, or buying a vacation home, we also account for the changing and evolving variables of retirement — some of which you can control and others you may not be able to control, but can prepare for.

Factoring in Retirement Variables

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  • Savings & Spending

    Saving is the single most important factor in planning for retirement. The earlier you start, the better you can benefit from compounding and maximize the amount you save over time. We work with you to review and optimize your savings and spending rates, to help you align with how much you will need in retirement.

  • Investment Approach

    Maximizing the benefits of your employer–sponsored plans such as 401(k), 403(b) or 457, and tapping into other tax-advantaged plans such as IRAs and small business retirement plans is one of the best ways to accumulate retirement savings. By undertaking a review of your tax-advantage and your taxable portfolio, we help you allocate your assets in the most effective manner.

  • Portfolio Risk

    Taking a balanced approach to investing helps manage portfolio risk. We review your portfolios annually, which can help account for economic trends, investment performance and change in goals/objectives.

  • Longevity & Retirement

    While no one knows how long they'll live, if you're in good health, have longevity in your family and live a healthy lifestyle, there's an excellent chance that you or your spouse could live to 90 or beyond. We can help you plan for these extra years so you'll have the income to support your lifestyle longer.

Calculating Your Retirement

Use our in-depth Retirement Calculator to evaluate your financial situation and determine if you're on track to meet your retirement goals.


Reviewing Your Progress

No matter where you are in life, whether you are starting out or getting ready to retire, reviewing the progress you've made toward retirement so far with your J.P. Morgan Private Client Advisor could lead to new insights and uncover factors you may have overlooked.

We can help you determine if you're saving enough; identify strategies that can increase the probability of your success; review the mix of your combined investment, savings and real estate portfolio; and identify gaps, potential risks and opportunities.

Central to this process is a Customized Financial Analysis. This in-depth analysis performs multiple calculations to help identify your "confidence zone" and "probability of success," enabling you to consider a range of outcomes. Informed by your unique fears, hopes and deeply held principles, your plan serves as a blueprint to guide your financial decisions in the short- and long-term.

Meet with a local Chase Private Client team to begin discussing your goals.

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Answers from J.P. Morgan

select a topic to read answers to frequently asked retirement questions

When Should I Take Social Security?

Taking Social Security as soon as you're eligible, at age 62, may be tempting — but it can result in less retirement income for you in the long run. Waiting may be the best option — but your circumstances are unique. Come in and let us help you consider various scenarios to help you determine the best timing for your situation.

Expert Perspectives

As the global economy continues to evolve, J.P. Morgan offers unique insights about the economic and social challenges our clients and the industry are facing now and in the future.


Max Out. Don't Miss Out.

Five strategies for getting the most from your IRA.

Read More about Five strategies for getting the most from your IRA.


Spring Economic Outlook

Despite volatility, the U.S. economy will support global recovery in 2015.

Read More about Economic Outlook: Anthony Chan


Top Ideas for

Key strategies to consider for 2015.

Read More about Our Top Ideas 2015


Integrating Social Security

Factoring benefits into your retirement planning process.

Read More about Integrating Social Security
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Interested in Learning More?

Speak with a Chase Private Client professional to learn more about how we can help you reach your financial goals.


Additional Goals

Planning for Your Future Today

Planning for Your Future Today

A customized financial analysis will outline a strategic path to help reach your short and long-term goals, and anticipate unexpected scenarios that you might encounter along the way.

Learn More about Planning for Your Future
Preparing for Your Child's Education

Preparing for Your Child's Education

As you plan for a child's education, your J.P. Morgan Private Client Advisor can help develop a strategy that takes into account your college funding needs.

Learn More about Preparing for Your Child's Education

Si tiene alguna pregunta, por favor llame o visite una sucursal local de Chase.