Mapping your journey to modern independence

Partner Insights from

Thank you for registering. You can access the asset below.

{download_button}

We've e-mailed a copy to the address you've provided: {email}

Welcome back.

You have registered as {email}. .

{download_button}

You might be facing the most important decision of your career: stay at your current firm or break away as an independent Registered Investment Advisor (RIA).

But where do you begin?

You need to define your vision.
Clarify your goals and values.
Pinpoint what independence truly looks like for you.

Mapping Your Journey to Modern Independence, a new white paper from Schwab Advisor Services™, explores the possibilities through four key areas.

1.     Control – To what degree do you want to design, build, and manage all aspects of your firm?
2.     Infrastructure – How do you want to manage compliance, technology, and back-office support?
3.     Economics – How does full or partial ownership align with your short-, mid-, long-term financial goals?
4.     Community – Are you a culture driver? Or do you want to join an existing one?

Going independent doesn't mean you have to go it alone.
Learn from those who've helped thousands of firms find their way.

Take the first crucial step and download our white paper today.

_Disclosures:

_{Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").}
_{Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.}

_{Financial Planning and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. Third-party trademarks are the property of their respective owners and used with their permission.}

_{This is a sponsored feature developed by Schwab and supported by Financial Planning.}
_{Financial Planning will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at}_{www.schwab.com/privacy.}

_0925-A88F