The Right Support For What's Ahead
A layoff can turn the routine parts of your financial life into decisions you have to make all at once. With Advanta, you have a team that knows what to look for, what questions to ask, and where a small detail could make a big impact.
Severance Efficiency
Understand how and when your severance will be paid, what else is included in the package, and how it may support your plans for the months ahead.
Tax Implications
Find out where taxes may come into play before making decisions about your severance, retirement accounts, or stock compensation.
Stock Compensation
Find out what happens to your stock options, RSUs, or deferred compensation after your employment ends, including any dates or terms that could limit your flexibility.
Retirement Accounts
Know your options for former employer plans and whether the fees, investment choices, and level of risk still fit what your household needs now.
A Plan You Can Put to Work
Turn the decisions you’re facing after a layoff into a free financial plan built around your family. You’ll receive written recommendations you can use to decide what to do next.
When a Lot Has Changed, Getting Help Should Be Simple
01
Tell Us About Your Situation
Start with a complimentary introductory call and share the financial questions you’re dealing with. Rough estimates are enough for this first conversation; you don’t need to have it all figured out.
02
Send the Information We Need
We’ll let you know what information is needed and give you a secure place to send it. This helps us understand your household, benefits, accounts, and financial commitments before building your plan.
03
Advanta Builds Your Plan
Now, it’s our turn. Your Advanta advisor will review the details, work through the decisions involved, and prepare your personalized financial plan. Plans are typically completed within seven business days after we receive all requested information.
04
Review Your Plan Together
We’ll walk through the plan with you, answer your questions, and make sure you understand the recommendations. You’ll also receive a written plan to keep, with no obligation to continue working with Advanta.
A Better View of What Comes Next
See Where Your Money Could Be Working Harder
Graphs, charts, and tables are provided for illustrative purposes only. Investing is subject to market risks. Investors acknowledge and accept the potential loss of some or all of an investment's value.
Frequently Asked Questions
How is the financial plan available for free?
What is a fiduciary financial advisor?
What if I decide not to work with Advanta beyond the free plan?
How is Advanta compensated?
Is this plan based on a template?
What information will I need to provide?
What happens after I receive my plan?
