Broker Check

Current Bank Investment Clients

You walked into the bank one day to make a deposit, withdrawal, or loan payment and a bank employee convinced you that you should meet with the "investment person” to get a better rate on your money.

The representative convinced you that you should invest this money into a variable annuity, a mutual fund, or a fixed annuity and you did so. If you stuck around and were loyal to your bank the “revolving door” kept spinning and you most likely met the "new" representative. Guess what, they probably wanted to get you a better rate on your money by investing in an even better variable annuity, mutual fund, or fixed annuity.

Stop the insanity. Stop investing in the "revolving door" at the bank. You deserve better.

If this sounds familiar, it is time to look at a different approach that puts you first.

Take the first step away from the "revolving door" by signing up for our Free Consultation.