Residents' Retirement Plan Awareness Initiative Personal Investment Guide (printable)
suggested resources
Resources listed below are provided as a general guide to various options to help you set up an investment plan, and is
not necessarily a complete compilation of every investment resource available to you. Start investing in your future now.
Acorn www.acorns.com/acorns-later
• Automatic savings plan through automated recurring contributions
• Automatic investment available with initial contributions as low as $5
Betterment www.betterment.com
• Essentially a complete online solution to open and fund an IRA as well as turnkey investment solutions for the money in the account
• Info specific to the IRA program: www.betterment.com/ira-accounts
• Select from a set of pre-constructed portfolios
Edward Jones www.edwardjones.com/kris-caldwell
• Offers numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education and protecting your assets.
Fidelity IRA www.fidelity.com/retirement-ira/overview
• All-in-one investment solutions plus the ability for the investor to build their own portfolio subject to minimum investment levels
Merrill Edge merrilledge.com/why-merrill-edge
• Enjoy streamlined investing with access to research and insights, step-by-step guidance and flexible tools to put your ideas into action
• Information specific to our retirement planning solutions: www.merrilledge.com/retirement-planning
Merrill Lynch www.ml.com
• Direct link to The Ratliff Group team page: https://fa.ml.com/missouri/clayton/ratliff-group/
Morgan Stanley email Anthony.S.Favoroso@morganstanley.com
• Low-cost start to investing designed for the young professional
• Free financial analysis and consulting
• Excellent track record of high performance
Schwab www.schwab.com/public/schwab/investing/accounts_products/accounts/ira
• All-in-one investment solutions plus the ability for the investor to build their own portfolio subject to minimum investment levels
• Good help resources for clients
Vanguard investor.vanguard.com/ira/iras
• All-in-one investment solutions plus the ability for the investor to build their own portfolio using Vanguard proprietary funds
• Generally known as a low-cost provider in the marketplace
• Good help resources for clients