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- Jan 6, 2013
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Schwab is trying to promote its' automated investment advisory services. I received this offer in an e-mail today. The offer includes a one hour consultation from a CFP. Offer is below.
Are you on track to reaching your financial goals?
We can help you find out—and build a plan to get there
With Schwab Intelligent Advisory you can start a financial plan in as little as 15 minutes with our online planning tool and further personalize your plan with guidance from a CERTIFIED FINANCIAL PLANNER™ professional —all with no obligation.
You can choose to put your plan into action and get invested with an automated portfolio—at one of the lowest advisory fees around and pay no commissions.¹
Learn More
Here’s how it works:
Start with a no-obligation financial plan
Use our online tool to identify your goals—anything from saving for a vacation to preparing for retirement—and organize your financial information. Then connect to your financial accounts (401(k)s, 529s, IRAs, mortgage, etc.) and find out if you’re on track to meet your goals.
Next, schedule a complimentary consultation
Schedule an hour-long video or phone appointment with a Planning Consultant—who is a CERTIFIED FINANCIAL PLANNER™ professional—to create an Action Plan that can help you reach your goals.
Activate your plan and stay on track with ongoing advice
Put your plan into action with an automated portfolio of exchange-traded funds (ETFs), automatically monitored and rebalanced by our advanced algorithm. Plus, get ongoing access to a Planning Consultant to help you stay on track. You’ll pay no commissions and a low annual advisory fee of 0.28%. A $25,000 minimum is required to get invested.
We believe a financial plan is critical to successful investing.
Learn more about Schwab Intelligent Advisory and how it can help you reach your financial goals, from starting a family or buying a new home, to saving for college or a secure retirement.
I'm not interested in the Intelligent Advisory service, but if someone is, this might be a good way to investigate it and get a check-up at the same time.
Are you on track to reaching your financial goals?
We can help you find out—and build a plan to get there
With Schwab Intelligent Advisory you can start a financial plan in as little as 15 minutes with our online planning tool and further personalize your plan with guidance from a CERTIFIED FINANCIAL PLANNER™ professional —all with no obligation.
You can choose to put your plan into action and get invested with an automated portfolio—at one of the lowest advisory fees around and pay no commissions.¹
Learn More
Here’s how it works:
Start with a no-obligation financial plan
Use our online tool to identify your goals—anything from saving for a vacation to preparing for retirement—and organize your financial information. Then connect to your financial accounts (401(k)s, 529s, IRAs, mortgage, etc.) and find out if you’re on track to meet your goals.
Next, schedule a complimentary consultation
Schedule an hour-long video or phone appointment with a Planning Consultant—who is a CERTIFIED FINANCIAL PLANNER™ professional—to create an Action Plan that can help you reach your goals.
Activate your plan and stay on track with ongoing advice
Put your plan into action with an automated portfolio of exchange-traded funds (ETFs), automatically monitored and rebalanced by our advanced algorithm. Plus, get ongoing access to a Planning Consultant to help you stay on track. You’ll pay no commissions and a low annual advisory fee of 0.28%. A $25,000 minimum is required to get invested.
We believe a financial plan is critical to successful investing.
Learn more about Schwab Intelligent Advisory and how it can help you reach your financial goals, from starting a family or buying a new home, to saving for college or a secure retirement.
I'm not interested in the Intelligent Advisory service, but if someone is, this might be a good way to investigate it and get a check-up at the same time.