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Pre-tirement Planning for the Self-Employed

While many of our clients are already retired, our Pre-tirement planning services are specifically designed for self-employed professionals. If you’re self-employed, pay too much tax, and are looking to make work optional – we can help.
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  • Sole Proprietors
  • Single Member LLCs​
  • S-Corp Filers
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Pre’tire’ment

/prƏti(Ə))rmƏnt/

noun

1. The time of transition from “working too much” to “making work optional.”

WHAT TO KNOW NOW

About the recent transition from TD Ameritrade to Charles Schwab

The transition is complete. Schwab successfully moved your account(s) from TD Ameritrade.

Your account number(s) has changed.

  • You have a new eight-digit Schwab account number.
  • And you should expect to receive two statements during the next statement period – a new Schwab statement and a final TD Ameritrade statement (typically showing a zero balance and no positions).

Our relationship will not change.

  • But we will have access to a wider array of products and services.
  • You can continue to view your account balances and holdings 24-7 through the St. Clair Financial portal.

You now have access to Schwab’s secure online portal, Schwab Alliance. This access should make it easier for us to coordinate with you with regards to account establishment, maintenance and other required forms and paperwork. At your convenience, please take a few minutes to create your new Schwab ID and password.

For more information and a step-by-step guide to establishing your new Schwab Alliance credentials, click the guide button below.

Step-By-Step Guide

If you have specific questions about creating your Schwab Login ID and password, call 800-780-8614 to speak with a Schwab representative.