Take advantage of AARP® | Financial Guidance Services provided by Charles Schwab

In-depth financial planning
that works for you.

Enjoy a 20% discount as a Schwab client.2

All Schwab clients have access to ongoing help and guidance. With Schwab Financial Planning Services, you can take that guidance a step further.

What you can expect: Should you want to delve deeper into your personal finances, or assess your company stock and stock options, Schwab can help guide you.

Choose from the following two forms of planning, each available at a 20% discount for AARP members who become Schwab clients:

Schwab Personal Financial Plan

What it is: This comprehensive financial plan can help you address multiple investing and planning goals.

What Schwab will do: A Schwab Certified Financial Planner™ will review your current financial situation, including insurance, retirement goals, cash flow, and more, before helping you develop a plan based on your specific needs.

The Schwab Personal Financial Plan is available at a 20% discount for a one-time fee of $1,600 for AARP members who become Schwab clients.

Schwab Equity Compensation Consultation

What it is: Get an in-depth analysis and recommendations to help you maximize the value of your company stock and stock options.

What Schwab will do: A Schwab Certified Financial Planner will assess your company stock and stock options, discuss your long- and short-term cash needs, review your entire portfolio, and provide a customized stock option strategy and action plan.

The Schwab Equity Compensation Consultation is available at a 20% discount for a one-time fee of $1,600 for AARP members who become Schwab clients.

Call Schwab at 877-310-7746 to learn more.

Charles Schwab has the only financial guidance services program endorsed by AARP.