Self-Directed Brokerage Accounts

Actively Managed 401(k)

Thousands of Investment Options

Contributions Through Payroll Deductions

Preparing You For The Retirement You Planned For

Donner’s Financial Services | Port St. Lucie, Florida

Self-Directed Brokerage Accounts | Donner’s Financial Services Port St. Lucie, FL

If you’re working for a medium to large-sized business, chances are good that you’re investing in an employer-sponsored 401(k) program. There are plenty of benefits to these plans, not least of which is the fact that most employers make a substantial matching contribution. In essence, you’re getting a free raise that amounts to a significant percentage of your income. The downside is that your investment choices are in the hands of your employer.

To compensate for this, many employers offer a self-directed brokerage account. These programs allow you to take a portion of your savings and put them into investments of your choice. When managed properly, they can help you boost the value of your investment portfolio.


Benefits Of Self-Directed Brokerage Accounts

Employer-sponsored plans tend to take a one-size-fits-all approach to investment. The benefit of this is that your assets are in an established fund that’s likely to perform reasonably well over the long term. But these plans aren’t tailored to your individual needs, which can leave you out in the cold if you don’t meet their standard investor profile.

With a self-directed brokerage account, you have the ability to manage your own funds. You can invest in a high risk/high reward fund if you’re willing to gamble on higher growth. Alternatively, you can put your money into safer investments, sacrificing the chance of larger gains for the peace of mind that comes with investing in established companies.

And unlike an IRA or a mutual fund, a self-directed brokerage account operates as part of your existing 401(k) program. This means you can take advantage of employer matching contributions, so you’re not leaving any money on the table.

All investments carry some risk, which is why we offer insurance programs to protect your investments from market downturns. Insurance can also help you meet your needs in the event of long-term disability, expensive health insurance claims, and long-term care needs, which can quickly wipe out a lifetime’s worth of savings if you’re not protected.

William Donner

Investment Advisor Representative

Call Directly At: 772.353.5414

Why Choose Donner’s Financial Services?

At the end of the day, you control your investments and have every right to direct them as you see fit. Alternatively, you could go with a large, national firm with millions of customers. But there are significant benefits to dealing with a local company.

We understand and appreciate the unique challenges affecting our area. Unlike an impersonal multi-billion-dollar corporation, we take the time to understand your unique retirement goals.

Don’t put your retirement at risk. Contact Donner’s Financial Services today, and get the personalized, local portfolio management you deserve.

We offer retirement planning services to Port St. Lucie, Stuart, Jenson Beach, West Palm Beach, and the surrounding communities. Call us directly at 772.353.5414 or click the button below to schedule a consultation.


Donner’s Financial Services Inc. is a Registered Investment Advisor. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration as an Investment Advisor does not indicate that the advisor has attained a particular level of skill or ability.

William D. Donner Is an Investment Advisor Representative for Donner’s Financial Services Inc. based In Port St. Lucie, Florida. Donner’s Financial Services Inc. is licensed in Florida under the Florida Financial Regulation Division.

Donner’s Financial Services Inc. is also licensed in Michigan under the Corporation Securities and Commercial License Bureau OF THE STATE OF MICHIGAN.

Donner’s Financial is also Licensed in Michigan and Florida to sell insurance.

The information included herein should not be considered a solicitation or an offer to sell products or Financial Services in any State besides those in which
Donner’s Financial Services Inc. or William D. Donner is properly licensed.

Donner’s Financial Services – Port St. Lucie, Florida

Donner’s Financial Services – Port St. Lucie, Florida 34986