Charles Schwab 2006 Annual Report Download - page 11

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Please find page 11 of the 2006 Charles Schwab annual report below. You can navigate through the pages in the report by either clicking on the pages listed below, or by using the keyword search tool below to find specific information within the annual report.

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9
FINANCIAL FITNESS
MEANS TAKING
TODAY, NO MATTER YOUR
AGE OR FINANCIAL GOALS
Making the changes that lead to financial fitness
can be tough. But we can help make it easier –
whether clients are investing on their own, with an
advisor, or through a workplace 401(k) plan.
The first step is to set an investing goal. What do
you want to achieve? What investing style suits
your needs? Self-directed investors can construct
their own portfolio or select specific investments
like Schwab Target Funds, which are actively
managed to adjust as retirement nears. Clients
who want more guidance have choices, too.
Schwab Managed Portfolios™ delegate mutual
fund selection to investment professionals who
periodically rebalance portfolios to stay on track.
Clients can also receive advice from Schwab
Private Client™ consultants or from a member of
our network of independent financial advisors.
And for independent advisors who are starting
their own business, we offer the tools, advice,
and financing to help them take the first step.
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