Are you a Smart Retiree who plans ahead?
Over the years, you have made smart financial decisions to make things easier for your spouse and your family. You have successfully managed your investments, and even hit a few home runs along the way. You have also seen friends dealing with changes such as declining health. Self-Directed Plus+ uniquely allows you to continue managing your own investments, while also starting a relationship with fiduciary advisors who can help when the time is right or the need arises.
Are you a Busy Professional with little time?
You are building your career and working hard, perhaps while also raising an active family. With all your commitments, you don’t have enough time to devote to investing. Self-Directed Plus+ is meant for professionals like you. It keeps you in control, and lets you decide if and when to involve our team of professionals. Plus, if ‘life happens’ – such as illness or divorce – Self-Directed Plus+ and our team of advisors can be there for you and your loved ones during life’s challenges.
The Benefits of Self-Directed Plus+
- Board certified fiduciaries you and your family can rely upon
- More than 40 years of advisor experience
- Collaborative portfolio reviews
- Screening tools for stocks, ETFs and funds via Charles Schwab
- Research insights through Charles Schwab
- Over 100 no-fee ETFs and funds
- Low cost brokerage
- Financial planning services
- Fee-only – not paid commissions
- Transparent, quarterly billing
- A competitive fee schedule