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Financial Representative
  2. Retirement & Investments


Retirement & Investments Planning

Keeping families in Good Hands

Everyone deserves a plan designed to help them meet their financial goals. That's why we make preparing for the future simple and accessible — with Personal Financial Representatives in your neighborhood.

Allstate My Money

See your complete financial picture and take control of your finances today. With our free online tool, you can:

Woman using laptop.
  • Manage your investments
  • Set financial goals and track your progress
  • Track expenses and follow a budget
  • Consult with a Personal Financial Representative

To get started, answer a few questions about your goals and provide basic contact information. Then, a Personal Financial Representative will help you create an account to start managing your finances online.

Get started with Allstate My Money

Why should you have plans to reach your financial goals?

Whether you're just starting out or you're getting ready for retirement, our complimentary financial reviews can help set a clear path towards reaching your goals.



The Allstate Difference

When you choose an Allstate Personal Financial Representative, you'll develop a personalized plan that's designed to help you meet your goals at each stage of your life. And, because Allstate agents live and work near you, you'll receive local service along with access to more than 20 of the most recognized financial companies in the industry.

logo - Fidelity. logo - American Funds.
Logo - Franklin Templeton Investments. Logo - Equitable.
logo - Prudential.
logo - Protective.
Logo - Lincoln Financial Services.

Why It Pays to Build Your Retirement Account Now

 
 
 
 

Financial Calculator

Time is money when it comes to saving for retirement, and this tool can show you why. Whether you're entry-level, mid-career or nearing retirement, see how much you need to save each month to help reach your retirement goal — and what it could cost you if you put off saving for just a couple years.

Your Age

How old are you?

Next
Question 1 of 5

Retirement Age

Please select a retirement age that's not earlier than your current age.

At what age do you want to retire?

Back Next
Question 2 of 5

Retirement Savings

How much do you want to save for retirement? Tip: Some experts recommend calculating 8 to 12 times your annual income as a general estimate

Back Next
Question 3 of 5

Current Savings

Please enter an amount that is less than your retirement savings goal.

How much do you already have saved for retirement?

Back Finish
Question 4 of 5

In order to retire by age , you'll likely need to save per month starting now1.

Congratulations, you're on track to meet your retirement savings goal!

Start over

You'll have to save

($ more)

Ready to get started saving now? Get in touch with an Allstate agent, who can help you make a plan for retirement.

Have you saved enough? Get in touch with an Allstate agent, who can help you make sure your retirement plan fits your needs.

Find your local agent

1 Assumes annual returns of 4 percent. The rates of return used in this illustration are not indicative of any actual investment and will fluctuate in value. An investment will not provide a consistent rate of return; years with lower (or negative) returns than the hypothetical returns shown may substantially affect the scenario presented.

Related resources

Refer to our business continuity plan to address the possibility of a future significant business disruption and our response for a timely recovery to disruptive events.

Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered BrokerDealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. 877-525-5727. Check the background of this firm on FINRA's BrokerCheck website..

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ECC Monitor: OK