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Plan for retirement
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  • Get your Retirement Readiness Score in minutes.
  • Run the Recession Simulator to get perspective on today’s market.
  • Use Fee Analyzer to find hidden fees in your retirement accounts.
  • Get your Retirement Readiness Score in minutes.
  • Run the Recession Simulator to get perspective on today’s market.
  • Use Fee Analyzer to find hidden fees in your retirement accounts.

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Personal Strategy is a personalized approach to your portfolio. By combining our robust technology with the expertise of our financial advisors, we can deliver a globally diversified multi-asset class portfolio that's designed and managed specifically for you.

Uncover hidden fees

Is your portfolio working as hard as it could be? Our Fee Analyzer could save you thousands in expensive hidden mutual fund fees.

Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who have entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author is not affiliated with PCC and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the Referral Arrangement. Investors that are referred to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, Personal Capital Advisors Corporation (“PCAC”) will not pay increased management fees or other similar compensation to Author, PCC or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A.