FINANCIAL CONSULTATION
Markets are uncertain.
Your financial plan doesn't have to be.
Speak with a TRPI Financial Consultant to discuss your goals, review your portfolio and risk tolerance, and explore new ways to strengthen your long-term strategy.
Confidently invest—even in uncertain times
Markets shift. Plans change. And sometimes, it's hard to know if your strategy is still working for you. A conversation with a TRPI Financial Consultant can help bring clarity and keep you on track.
Your consultation at a glance:
Discuss
Discuss your financial goals, major life events, and concerns about fluctuating markets.
Review
Review your portfolio and risk level to ensure they align with your near- and long-term goals.
Learn
Learn about products and services that can help you make informed decisions in volatile market conditions.
What can a free consultation do for you?
Market volatility can make anyone second-guess their investment decisions. We can provide the perspective and guidance you need to stay focused on your long-term goals.
Portfolio Review
Are you positioned for success? We’ll review your asset allocation with you to ensure it still aligns with your risk tolerance and goals.
Retirement Planning
Are you on track? We’ll provide guidance to help you create a plan you can feel confident about—in all types of markets.
Guidance and Support
Need a gut check? We’ll share valuable information to empower your decisions and build your confidence.
When it comes to investing, you don’t have to go it alone.
Call today at 1-800-366-5910, or
Preparing for your call
You don’t need to do anything before you call, but taking these three steps can help your Financial Consultant provide more personalized guidance.
Consider your financial goals
Where do you want to be in the near and long term? How far off is your retirement, and what does that look like for you?
Gather information from other accounts
Statements from all of your accounts—including those held elsewhere—can help you see the entire financial picture.
Evaluate your asset allocation
Explore our Portfolio Optimizer to get a better understanding of whether your current asset allocation is working for you.
The TRPI difference
For over 85 years, TRPI has been guiding investors through uncertainty.
We can help you navigate this market too.
90%+
of the time, our U.S. equity funds outperformed their benchmarks in down markets.1
Learn how we power through down markets for better investor results
0%
Our associates are salaried professionals with no sales commissions or quotas—so you can be confident that your needs come first.
91%
of clients were "Very Satisfied" with their experience after calling to "Research funds and other services" in 2025.2
Ready to feel confident no matter what happens next?
Partner with a TRPI Financial Consultant to create a strategy that keeps you focused on your most important goals—no matter what the market or life brings. Call us today at 1-800-366-5910.
Or, schedule a time that works best for you.
Stay ahead with expert insights
Markets move fast—stay informed with timely perspectives that can help you navigate uncertainty and confidently invest.
Four steps that can help you navigate 2025's market downturn due to tariff turbulence
By focusing on long-term goals, investors can achieve better results despite economic uncertainty.
Powering through down markets for better investor results
TRPI U.S. equity funds have helped investors save money during even the worst market downturns of the past 25 years.
How to help protect your investment portfolio during stock market volatility
Consider these five ways to be better prepared during periods of stock market volatility.
1Analysis of 18 TRPI U.S. equity funds during 5-year monthly rolling periods from 12/31/1995 to 12/31/2024.
Past performance cannot guarantee future results.
2Out of 161 clients who took a post-consultation survey and stated reason for calling as "Research funds and other services" in 2025, 147 of them reported they were "Very Satisfied" with their experience.
4380013