Let me find the highest rates, carefully place your money, and monitor your account for you
Your account can hold a variety of investments from many different credit unions and chartered banks
Having a network of banks and credit unions means you can stack your deposit insurance coverage
No transaction fees, no account fees, and no commissions - issuers pay me so you don't have to
It’s easy to get started. A short conversation, some simple paperwork and that’s usually it. I handle the legwork for you.
Afterward, I continue to watch your account. When you need to withdraw or deposit funds, I am easy to reach by phone, text or email.
My game is capital preservation, so safe and straightforward investments are my singular focus. The investments I recommend pay off mostly in peace of mind with a small amount of income. It’s how investors play defense and it’s why I am a conservative investment advisor.
If you need a hand with your short-term investments, please let me know. I’d be happy to help you safeguard your assets and improve your returns.