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Planning
 
 
 
Careful planning is key to achieving your financial goals. Whatever your goals may be — from sending children to college and retiring comfortably to passing your hard-earned estate assets on to loved ones — our Financial Advisors will evaluate your situation and help you determine which strategies are right for you.
Our planning services range from a focused review of a particular planning need to the preparation of a comprehensive financial plan which can identify and tailor solutions for your full spectrum of financial goals.
 
Financial Planning
Estate Planning 		  College Planning
Retirement Planning
 
  
 
At Morgan Stanley, we help you plan according to your needs
 
 
Protect your financial future.
Let us provide you with a comprehensive assessment of your insurance coverage.

Plan for your child's education.
Find out how to save for education with our variety of funding solutions. 		  Contact a Morgan Stanley Financial Advisor for a complimentary Retirement Review.
Get an in-depth review of your current retirement situation, plus a comprehensive retirement strategy for you and your family.

Offer your employees a retirement plan that works.
Establish a business retirement plan that will attract and retain valuable employees.
 
  
 
Our planning services are not financial planning (unless they are specifically called financial planning). They do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and Morgan Stanley. Morgan Stanley will prepare a financial plan at your specific request through Morgan Stanley Financial OutlookSM.

Morgan Stanley Financial Outlook is a service mark of Morgan Stanley and its affiliates.
 
 
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Effective April 1, 2007, Morgan Stanley DW Inc. merged with Morgan Stanley & Co. Incorporated; any non-historical references to Morgan Stanley DW Inc. found on our website should be read to refer to Morgan Stanley & Co. Incorporated.
 
Investment consulting services are offered at Morgan Stanley only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a Morgan Stanley Financial Advisor to further discuss the differences between brokerage and advisory products offered by Morgan Stanley.
 
Investments and services are offered through Morgan Stanley & Co. Incorporated, member SIPC. © 2008 Morgan Stanley. All rights reserved.
 
The information and services provided on this website are intended for persons in the U.S. only. Non-U.S. persons are directed to our Global Offices page.