Creating a Financial Plan | American Funds
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Creating a Financial Plan

Key Steps to Building a Successful Financial Plan
Working with an Advisor, Considering a Dividend-focused strategy and continuing to seek advice and guidance is crucial.
The Benefits of Working With a Financial Advisor

Real investors share stories about how their financial advisors offer more than investment advice.

The Benefits of Investing for Dividends

Investing for dividends can be an effective strategy for those seeking stability and income in their portfolios.

Working Successfully With Your Financial Advisor

Your advisor can serve you best when you take the steps to build a strong professional relationship.


More Articles and Tools

Resources to help you plan, save and grow your portfolio.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.