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Showing posts from November, 2019

What We Did in Response to the TD Ameritrade Announcement With Charles Schwab

As we look at recent developments in the news concerning the buy-out of TD Ameritrade by Charles Schwab. Sure, TD Ameritrade was paid a 17% premium for their outstanding shares, and Charles Schwab receives more assets under management to compete in an industry that has had more changes than a one-month-old newborn baby. If I were a betting man, I would say that there would be more consolidation in that space here in the next year or two. The client or customer is always left holding the bag in mergers and acquisitions, because when they sign up with companies that are who they have decided to partner with for the long term.

We decided to launch retirementplansareus.com because the client still needs a place to go to get an unbiased direction concerning their retirement plan. Even though we have been planning retirement plans and retirement exits for nearly 20 years it was important to create a dedicated site to service clients looking for only a retirement plan. I had one state worker…