Charles Schwab 2011 Annual Report Download - page 12

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Please find page 12 of the 2011 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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After the constant relocations of a military career,
Gus and Betty Franke settled in Georgia and started
a business together, producing ags and banners.
Gus handles design and sales, while Betty keeps the
books. It is a true partnership in work and in life.
But for Betty, there was a problem: She wanted to be
more involved in the family’s nances. “I realized how
it was really important that I understand where our
money was, what it meant for my future, not just our
future,” she says. “I wanted the empowerment of
knowing what was going on.” Schwab made her
learning curve easy, she says. “Every time we meet with
Schwab they review what our needs are: Where do we
stand, what are our thoughts, where do we want to be.
They listen to me.” Today, Gus and Betty continue to seek
that help and guidance by driving 120 miles round-trip
to see their trusted Schwab nancial consultant, Steve
Marcu. Gus says the drive is worth it. “With Schwab, Betty
and I walk out, and we’re not looking at each other going,
‘What did he just tell us?’ We’re going, ‘That was really
interesting. I got a lot out of that.’”
Hear Gus and Betty Franke share their story in their own words at www.aboutschwab.com
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