Charles Schwab Launches Online Planning Center for Investors


Charles Schwab Launches Online Planning Center for Investors

New, Practical Guidance Helps Investors Start Taking Action

SAN FRANCISCO--(BUSINESS WIRE)-- Charles Schwab today announced the launch of a new Planning Center on with content and insights to help investors begin planning for retirement, estate planning, college savings and more.

For each of these topics, the planning process is broken into manageable steps based on an individual's specific situation and goals, and the Planning Center delivers straightforward strategies and actionable next steps to help investors get started and maintain momentum.

In a survey of more than 1,000 Schwab clients conducted in mid-December 2012, 42 percent said now is a good time to invest, and 62 percent indicated that they would be likely to invest a $25,000 windfall, but just 34 percent said they are confident in their own investment decision making.

"Our clients are becoming increasingly engaged in investing and planning, and our new Planning Center offers practical guidance on how to plan for a variety of financial goals and life-events, which can give them more confidence that they are on the right path," said Rodney Prezeau, Charles Schwab Senior Vice President of Client Experience.

Schwab's new Planning Center dives deep into a wide array of important topics and reflects the breadth and depth of financial guidance Schwab can provide to investors, including

Schwab's new Planning Center is available at and is available to both clients and non-clients.

"We created the Planning Center as a resource for people who want to start the planning process and need to better understand the key considerations for different financial goals," noted Prezeau. "From there, Schwab offers a wide range of resources to help them achieve their goals."

Schwab's Expanding Planning and Advice Offers

Schwab's Planning Center is the latest addition to Schwab's growing suite of planning and advice resources for investors that includes tools, research, one-on-one guidance, and portfolio solutions.

Illustrating Schwab's growing focus on providing more planning and investing guidance, in 2012, Schwab hosted more than 600,000 in-person client meetings, delivered more than 20,000 complimentary consultations, and presented 56,500 personalized financial and investing plans. Assets in Schwab's growing advice programs stood at more than $120 billion at the end of 2012.

"Seventy-six percent of clients we recently surveyed said that even periodic advice from a professional would give them more confidence in achieving their financial goals," said Prezeau. "Schwab has evolved well past its roots as a discount broker to offer sophisticated investment advice and planning that can help investors navigate today's markets and economy."

About Charles Schwab

The Charles Schwab Corporation (NYS: SCHW) is a leading provider of financial services, with more than 300 offices and 8.8 million active brokerage accounts, 1.6 million corporate retirement plan participants, 865,000 banking accounts, and $1.95 trillion in client assets as of December 31, 2012. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at and


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Charles Schwab
Alison Wertheim, 415-667-0475

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