Earlier this week a formal announcement of our Vendor/Platform – TDAmeritrade being acquired by Charles Schwab – deal to close second half of 2020 if all goes well!
We expect no significant changes for any of us, and would add additional resources will be available to us after the merger – We have been asking for advanced Banking Services for some time… likely will be a result of the merger!
Can you hear new 1 Minute “How To” Videos in the works??
Should be fun as we always like new technologies and resources!
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.