Value Added Services - Banking Relationship Review
You have been with your bank for 5, 10 maybe even 20 years. Why are you there? Is it because it is where you opened your first checking account? Or is it because the bank was around the corner from your first house?
With historically low interest rates, we aren't getting the answer "it is because I am getting .75% on my savings account!"
We feel that many individuals are not shopping interest rates with local or national banks because they haven't thought about it or they just didn't want to take the time to do it.
At SixPoint Financial Partners we have a systematic process in place to make sure our clients are getting the most "bang for their buck." Our process allows us to stay up to date, on a monthly basis, with the local, national and online interest rates that banks are paying. That way, we can always make sure our clients are in the right place. Too often we are meeting with clients with a substantial amount of money at a bank earning very little interest. With a quick and easy move, we have been able to increase rates in a liquid account by over 2%...simply by paying attention to the rates that banks are offering.
If you have questions or would like to learn more about our systematic process CLICK HERE!