Insurance Banking Investing Retirement Advice Membership Log On FINANCIAL PLANNING WITH SCHWAB Take control of your financial future. You don't have to go it alone when it comes to financial decisions. We're on your side, and we chose a trusted investment provider to be there, too. No matter where you are in life, Schwab is ready to help you reach your goals. Get started with Schwab Schwab was rated the No. 1 Overall Most Trusted Financial Company in the 2020 Investor's Business Daily Most Trusted Financial Companies Survey. Successful investing starts with a plan. Investors who stick to a financial plan have an average total net worth that's 2.5 times greater than those who don't follow one. See note 1 Financial planning helps you understand where you are today. It also creates a roadmap to get you where you want to be. Schwab can help as you save for a single goal like retirement or college. They also provide you with comprehensive planning and wealth management. Discover how Schwab can help you reach your goals. Whether you're new to investing or have years of experience, Schwab offers tools, guidance and support. You'll find a range of solutions to help you take control of your future. Calculators and tools Are you saving for college? Rethinking retirement? Schwab's calculators and planning tools can get you quick answers to your financial questions. Learn more about schwab's calculators and planning tools Complimentary digital financial plan Schwab believes saving for retirement is one of the most important goals you can have. That's why they offer a complimentary financial plan with every Schwab account. See what it'll take to retire the way you want. Learn more about Schwab's complimentary digital financial plan Professional guidance Get help when you need it. Schwab professionals are ready to answer your questions 24/7, by phone or live chat, or at a branch near you. Anyone can invest. You don't need a fortune to start investing. Schwab has the resources and tools to help you learn the basics. Find out how to start and discover core principles to guide you along the way. How to invest with Schwab Do you have more complex wealth management needs? Schwab offers managed investment services to support your financial planning. Investment minimums depend on the service selected but start at $25,000. A Schwab consultant will review any fees and commissions with you that may apply. So, you'll understand exactly what you're paying for. Ongoing Guidance Plus Automated Investing With Schwab Intelligent Portfolios Premium®, you get: Unlimited one-on-one guidance from a financial professional. A diversified portfolio tailored to your needs. Interactive financial planning tools. Learn more about Schwab's ongoing guidance One-on-One Advice and Specialized Solutions Work with a financial consultant who can help with: Your personalized financial plan and investment strategy. Tailored product recommendations. Finding services based on your needs. Learn more about Schwab's specialized solutions Your future deserves a plan. Start planning with Schwab Learn more about USAA Investment Services Company or Charles Schwab on FINRA's BrokerCheck website. Copyright © USAA Investments/Insurance: Not a Deposit • Not FDIC Insured • Not Bank Issued, Guaranteed or Underwritten • May Lose Value Investing involves risk, including potential loss of principal. USAA Investment Services Company (ISCO) is registered as an investment adviser in Colorado and other states where required. Note 1 Source: Strategic Business Insights, MacroMonitor 2018-2019 Report, February 2019. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. USAA Investment Services Company (ISCO), a registered broker-dealer and a registered investment adviser, provides referral and marketing services on behalf of Charles Schwab & Co., Inc. (Schwab), a dually registered investment adviser and broker-dealer. Schwab compensates ISCO for these services. Important Information from Schwab: Please note that there are certain eligibility requirements for working with a dedicated Financial Consultant. The implementation of recommendations by your Financial Consultant may result in trade commissions or other fees, charges or expenses. If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab") or Charles Schwab Bank ("Schwab Bank") will refund any eligible fee related to your concern within the required timeframes. Schwab reserves the right to change or terminate the guarantee at any time. Go to www.schwab.com/satisfaction to learn what's included and how it works. Go to www.schwab.com/satisfaction to learn what's included and how it works. The Charles Schwab Corporation provides a full range of brokerage and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The projections or other information generated by Schwab Plan™ regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The information here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Each investor needs to review an investment strategy for his or her own situation before making any investment decision. Credit Notice: From Investor's Business Daily, Oct. 12, 2020, ©2020 Investor's Business Daily, Inc. All rights reserved. Used by permission and protected by the copyright laws of the United States. The printing, copying, redistribution or retransmission of this content without express written permission is prohibited. Results based on an Investor's Business Daily ("IBD") and Technometrica study, which measures consumers' trust toward financial companies and ranks the companies objectively. A total of 4,297 IBD website visitors and customers participated in the Phase 2 survey in August 2020. To be included in our ranking, at least 100 respondents had to rate a company, except for in the wealth management category, where we required at least 75 respondents. Fifty-one companies passed our minimum inclusion criterion. For further information on how the ratings were calculated, see IBD's Criteria and Methodology. 271264 - 1021 1954956 We use cookies and related technologies see footnote 1 to help enhance your experience on our site and optimize its performance. 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