Strategies managed by Windsor Capital Management, LLC. Assets and accounts held at TD Ameritrade Institutional. Past performance is not indicative of future results. Asset allocation and diversification does not guarantee a profit. Windsor Capital Management, LLC and TD Ameritrade are not affiliated and TD Ameritrade does not manage or endorse the Plan Forward Portfolios.

© 2019 Plan Forward Portfolios

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INVESTMENT ACCOUNT OPTIONS

Put your hard earned savings to work by opening an investment account.

Learn more about our two most popular investment account options.

INDIVIDUAL

Individual Account Features:

  • A standard brokerage account with only one owner.

  • Allows for a wide range of trading choices.

  • This is NOT a tax-advantaged IRA.

  • When the account owner dies, all assets are passed on to his or her estate.

JOint

Joint Account Features:

  • An account with two or more adult owners.

  • Each account owner has an undivided interest in the assets.

  • When one account owner dies, the surviving owner(s) retain(s) the rights to the entire account.

Eligibility:

  • Joint Tenants WROS is not a recognized form of property ownership in Louisiana.

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