Create more income! Open an FDIC insured account 3.69% APR
We want our clients to earn more interest on their savings without giving up safety or liquidity.
That’s why we’ve arranged access to an FDIC-insured, high-interest savings account currently paying 3.69% APY, with insurance coverage up to $250,000.
Through our relationship with a trusted financial technology platform, we can refer clients to top-tier U.S. banks offering highly competitive interest rates. Initially, deposits are held at Citibank, and you maintain full control of your funds at all times.
You can easily transfer money between your local bank and the online account, and opening the account takes less than three minutes.
There are:
- No minimum balance requirements
- No account fees
- Full FDIC insurance Many of our clients are already taking advantage of this opportunity to put idle cash to work while keeping it safe.
If you have any questions, please call or email us—we’d be happy to help.
Use the link below to open your account.
Finding the Balance
What Does Your Retirement Look Like?
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and focus on crafting a plan tailored to pursuing your financial goals and objectives.
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There's a lot of confusion around the new Tax Cuts and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.
Words of Wisdom
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Meet the Team
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.