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?
The Benefits of Self-Directed Plus+
- Board certified fiduciaries you and your family can rely upon
- > 100 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