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Self-Directed Brokerage Accounts

Get a Financial Advisor Through the Self-Directed Brokerage Account Option

Many Americans have a retirement plan through their employer but most of those employees do not have any financial guidance beyond when they enrolled in the plan.  Given something as important as your retirement savings (so you can have enough money to financially support yourself later in life), one would think this problem would not exist.

But it does.

Was the last time you met with a financial advisor the day you started your current job?  How many years ago was that?  If you don't know your estimated retirement date, you may be making paycheck deductions without instructions.  You may never be able to retire that way!

You could use some financial guidance and may have the option to get a financial advisor through the self-directed brokerage account option through your employer's retirement plan.  A financial advisor may not only help improve your investment performance but can help you address the other financial aspects of your life.  Wouldn't that be helpful?

Ask your HR department if your company offers this option.

Contact us with any questions.  We're happy to answer them.

Know Your Options

Know Your Options

Our introduction brochure explains the self-directed brokerage option.