Invest &
Save Smarter

Professional financial and investment advice is proven to yield better results than making decisions on your own. Or worse, hoping to retire on a wing and a prayer.

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A man in sunglasses smiles as he stands on the beach
Woman smiling while checking on her investments and retirement on her phone

GuidedChoice Advisory Service

Retirement is top of mind

Get Started
Saving For
Already Retired?
(or within three years of)
Get answers to:
  • How much to save to reach your goals
  • The impact of saving and spending decisions made now on your projected retirement income
  • How to invest all your retirement accounts — including your spouse’s
Find out:
  • How to avoid running out of money
  • How to withdraw money tax efficiently
  • When to take Social Security
  • Whether an annuity makes sense for your situation
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3Nickels App

Holistic view of your finances

Get Started
  • Get answers to many of your financial questions
  • Access dozens of free, customizable tools and calculators
  • Get advice that takes into account all your assets—as well as your debts—to find the solution that works best for you
  • Get a tailored saving and investing strategy that can help you achieve your financial dreams
  • Fully mobile

*Account aggregration services available with all retail solutions to ease the burden of data entry and facilitate updates to account balances and investments.

Part of an organization that’s interested in these solutions but don’t want the cost and complexity of integration?

Become a GuidedChoice Partner

Sign up in about 10 minutes.

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  • Choose what to make available to your organization’s members from the products above
  • Special packages with 3Nickels can include 3NickelsU (education) and financial coaching
  • Make it a member benefit by paying for it or pass the cost to the member
  • Include your plan’s rules and investment lineup
Partner Signup

Or contact us to learn more.