Self-Directed Brokerage Accounts

40% of US companies now have this option.

Schedule Self-Directed Brokerage Consultation

Do you remember your first day at your company? A financial advisor helped you enroll in your employer’s plan and that’s the last time you saw that advisor. How many years ago was that? Have you been making paycheck deductions without instructions all these years?

That’s because the financial advisor who helped you on your first day represents your employer, not you. But you can get a financial advisor, too. The funny thing about the self-directed brokerage account is that there’s not much “self-directed” about it. You get a financial advisor to guide you!

Schedule Consultation

Our services include the following and more.

  • Portfolio management
  • Annual reviews and help throughout the year
  • Updated alignment of your comfort and risk levels so you don’t feel like you’re on an investment roller coaster
  • An advisor to help you address your broader financial needs, including insurance, education funding, strategy, and get your other financial questions answered so you pursue your goals with more confidence.

Check If Your Company Offers the SDBA option.

Florida companies shown.  If your employer plan is on the list, your employer offers this option to its retirement plan participants.  For additional information, please schedule a consultation.

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The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
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