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Working with your Financial Advisor

Give your financial plan a sound footing with personalized financial planning from a financial advisor. Our financial advisors combine their experience and knowledge with state-of-the-art financial modeling tools to help you plan and enjoy a secure retirement.

Helping investors plan, build and protect their financial resources is something VALIC has been doing for more than 50 years.

What should I expect when I meet with an advisor?

When you meet with your local financial advisor:

1. Discover. We’ll begin with a comprehensive study of your financial situation, values, and objectives. Through the discovery process, we’ll develop a clear picture of your current financial status and begin to prioritize a list of your most important goals.

2. Learn. We’ll discuss sound financial planning concepts such as diversification, asset allocation, investment strategies, tax planning, and estate preservation.

3. Plan. Based on the information you provide, we’ll develop a personal plan, using sophisticated planning software that becomes the blueprint to help you reach your financial goals.

4. Implement. Using your personal plan, we’ll help you develop detailed financial strategies to meet your current needs and future goals.

5. Review. Once your program is underway, we’ll provide a periodic review of your financial priorities, goals, and investments to keep your plan on track.

What is a financial plan and how can it help me achieve my goals?

Think of your financial plan as an analysis to identify what is important to you, as well as a roadmap for the strategies that will help you arrive at your final destination.

Your financial plan will help you:

• Examine your current financial situation

• Plan for retirement

• Protect what’s important

• Put aside for Education

• Manage your taxes

• Develop retirement income strategies

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Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. Any tax statements in this material are not intended to suggest the avoidance of U.S. federal, state or local tax penalties. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor.