You’ve Been Given a Gift for Your Future
Congratulations on receiving a financial plan. Someone cares a lot about you and your financial future. You’ll work with a certified financial planner in two-to-three phone sessions. Then receive a comprehensive plan that helps you see where your finances are today. Even better, a financial plan can set you on the right course for the future you want—which could lead to more confidence from knowing you have a plan to help get there.
Redeem Your Gift* Now
Tell us your name and contact information to get started. The financial consultant will reach out to you soon to schedule your time.
Why a Financial Plan?
A financial plan isn’t just about retirement—although that’s a critical topic for a professional. 74%** of Americans of all generations say there are financial topics they’d like to discuss with an advisor. Now’s your chance.
Who Will the Financial Professional Be?
We’ll pair you up with the same advisor your gift giver works with on a regular basis, but your information will stay private—between you and the consultant.
When Will We Talk?
Once you provide your contact information, the financial consultant will send you available dates and times to choose from. You must start the sessions before March 31, 2025.
Let's Get Your Gift
Resources
These resources may be helpful before your first session.
The cost of this financial planning, if purchased otherwise, would be $350. This offer cannot be redeemed for cash. Must be 18 years or older and a U.S. citizen. Planning sessions will be conducted by phone. Financial plan gift must be redeemed by March 31, 2025.
Over 80% of Gen Zers and Millennials Seek Financial Advice, 401kspecialistmag.com, June 2023.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
American Century's advisory services are provided by American Century Investments Private Client Group, Inc., a registered investment advisor. These advisory services provide discretionary investment management for a fee. The amount of the fee and how it is charged depend on the advisory service you select. American Century’s financial consultants do not receive a portion or a range of the advisory fee paid. Contact us to learn more about the different advisory services. All investing involves the risk of losing money.