Successful investing starts with a plan.
Investors who stick to a financial plan have an average total net worth that's 2.7 times greater than those who don't follow one.See note1 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.
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.
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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.
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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.
Important Information from USAA Investment Services Company (ISCO):
Review our relationship with you in our Relationship Summary.
ISCO is not a client of Schwab. ISCO is compensated by and has an incentive to promote Schwab. However, these costs are not passed on to USAA members. Download USAA's Referral Arrangement Disclosure.
Important Information from Schwab:
Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.
Learn more about USAA Investment Services Company or Charles Schwab on FINRA's BrokerCheck website.