Look for
higher yields
Talk with one of our financial advisors about options to increase the yield on your cash while paying less in taxes.
Federal interest rates have risen substantially over the past 2 years. Unfortunately, (per bankrate.com) the average bank savings account is paying less than 1% APY!
Is your savings account keeping up with national rates? Check out the yields on some of these CD’s & bonds…
We’ve worked with hundreds of families to help their savings earn multiples more, while staying safe and liquid.
Whether your cash needs to be ready in 24 hours or 24 months, we can help you find higher rates while you wait. And some of the options even have income tax advantages.
If you’re ready to discuss cash management options, reach out today.
Meetings are free, and our only goal is to add value to your current financial strategy.
